Welcome to the NWQ Fiduciary Fund - Wholesale Online Application

About this fund

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

This fund has two investment options - the minimum investment amounts for each option is:-

FundNew InvestorsExisting Investors
NWQ Fiduciary Fund - Wholesale A$500,000$10,000
NWQ Fiduciary Fund - Wholesale B$500,000$10,000

This fund is open to Wholesale or Sophisticated investors from Australia and overseas EXCEPT the US.

This fund has multiple investment options:
Wholesale A (Performance Related Fee Option)
Investment Management Fee: 0.50% pa

Performance Related Fee: 5% of performance after fees and expenses, subject to outperforming the RBA cash rate, with the protection of a high water-mark
Wholesale B (No Performance Related Fee Option)
Investment Management Fee: 0.95% pa

Performance Related Fee: nil
This application form is for wholesale investors. If you are a retail investor, please go to our retail investor form.

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