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:-
| Fund | New Investors | Existing 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 in Australia and overseas EXCEPT the US.
This fund has multiple investment options:Class
Description
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
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
Performance Related Fee: nil
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