Welcome to the NWQ Fiduciary Fund - Retail Online Application


About this fund

It is a legal requirement that all investors download and read the offer documents for the NWQ Fiduciary Fund - Retail prior to proceeding.

The minimum investment amount for the NWQ Fiduciary Fund - Retail is $25,000 for new investors or $10,000 for existing investors.

This fund is open to Retail investors from Australia and overseas EXCEPT the US.

This application form is for retail investors. If you are a wholesale investor, please go to our wholesale investor form.

Target Market Definition

This product is likely to be appropriate for a consumer seeking capital growth to be used as a core or satellite within a portfolio where the consumer has a long term investment timeframe, Medium risk/return profile and needs monthly access to capital.

This product is unlikely to be appropriate for a consumer seeking regular income where the consumer has a short term investment timeframe, Low risk/return profile and needs daily or weekly access to capital.

This product is an RG240 hedge fund and may have complex features. It is likely to be appropriate only for consumers who have received personal advice.

What do you want to do?

This online application process is powered by OLIVIA123. Please read the following before selecting which option suits your situation:

  • If you have previously started an application for this fund and have not submitted it choose "Continue an existing application"
  • If you have previously used or registered for OLIVIA123 to start an application for this or any other fund, choose "Login Now"
  • If you have not yet started an application, or not used or registered for OLIVIA123 before, choose "Start a new application"

Continue an existing application
If you've started but not completed a previous application for this fund

Login now
If you've started or completed an application with Olivia123 previously

Start a new application
If you haven't filled in an application previously, or want to start a new application