Many of the cheaper funds advertise around being lower in fees and we believe this can be misleading. While you do need to consider the amount of fees you pay, the main thing that will determine your total gain is net performance.
Our fees are deducted before performance is applied so it makes sense to look at the return of your investment after fees have been taken out. The performance figures on our website are all net performance.
Below is an overview of the fees and costs that may be applicable to your managed fund investment with us. You can also use this information to compare one of our Funds with other managed funds.
You’ll need to read each Fund’s Product Disclosure Statement (PDS) for the full list and explanation of fees and costs, as well as examples on how these fees and costs affect your investment.
If you consult a financial adviser, additional fees may be payable to the adviser. You should refer to the Adviser’s Statement of Advice for details.