Portfolio Managers Eileen Riley and Lee Rosenbaum recently joined Investment Specialist Peter McPhee to provide some insights into how the...
New Investors – Managed Fund
Yes. You need to include all pages of the Application Form, even if they are left blank or you do not feel they are relevant.
The minimum investment for the Loomis Sayles Global Equity Fund (unquoted class) is A$50,000. The minimum additional investment is A$5,000. The Responsible Entity for the Loomis Sayles Global Equity Fund may waive these minimum amounts in certain circumstances, such as investments by platforms or IDPS providers.
There is no minimum investment for the Loomis Sayles Global Equity Fund (Quoted Managed Fund).
While a financial adviser or broker can help identify your financial goals and help you to determine whether an investment best suits your needs, you can invest directly with us.
To invest directly in the Loomis Sayles Global Equity Fund (unquoted managed fund), you must carefully read the Product Disclosure Statement, Investment Guide and the Financial Services Guide. These will help you understand the Fund and the risks involved.
You will need to follow the instructions on the Application Form. Once this is completed, you will need to provide your supporting identification documents required under the Anti-Money Laundering and Counter Terrorism Financing Act and send these documents to our Investment Administrator. You will also need to deposit your application monies directly into the Fund’s bank account.
All applications to invest in the Loomis Sayles Global Equity Fund must be submitted on the current Application Form, located in the How to Invest section of this website.
If you do submit your application on an older version of the Application Form, we will contact you and ask you to complete your application on the current Application Form.
(We may choose to retain the AML/CTF verification documents you supplied with your original application, so that you do not need to resend these, as long as you have provided all the necessary documents.)
The Foreign Account Tax Compliance Act (FATCA) 2010 requires citizens of the United States, including those who live outside the US, to report their financial accounts. If you meet this requirement, you will need to fill in this section. If you do not fill in this section, the Responsible Entity will follow up with you to ensure the required FATCA information is captured.
When filling in details for the EFT transfer, the name won’t fit in the account name for the bank details. Does this matter?
Some banks do not allow enough space to enter all of your account name details. You may shorten your account details to: IML AS RE [Investor Name]. Please put in enough of your account name so that it is easy to apply to your application.
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