The Premium range of funds can currently be accessed in...

How to Invest
The Premium range of funds can currently be accessed in one of two ways:
1. An individual account may be opened directly with Macquarie Investment Management
Limited, with a minimum investment amount of AUD $25,000. Please refer to the relevant
fund's page to access the Product Disclosure Statement and application form.
-
Premium China Fund
Premium Asia Property Fund
Premium Asia Fund
Premium Asia Income Fund
OR
2. Through the numerous platforms available with associated margin lenders specified below
Please refer to the table below for a list of available platforms.
AUSTRALIA
Platform Providers
Premium China Fund Premium Asia PropertyPremium
Fund Asia Fund
BT Wrap
Yes
Yes
Yes
Macquarie Wrap
Yes
Yes
Yes
Oasis
Yes
Yes
Yes
Colonial First Wrap
Yes
Yes
Yes
Netwealth
Yes
Yes
Yes
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Pr
How to Invest
Navigator
IOOF
Asgard
Yes
Yes
Yes
Yes
Yes
Yes
Personal Choice
Yes
Yes
Yes
Synergy
Yes
Yes
Symetry
Yes
Yes
Yes
Wealthtrac
Yes
Yes
Yes
AusMaq
Fiducian
AMP-Portfolio Care
AXA-Summit
AXA-North
Beacon
Avanteos
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
AustChoice
Omniport
Yes
Yes
Yes
Yes
MLC Masterkey Custom Yes
ING Portfolio One
Yes
NEW ZEALAND
Platform Providers
Aegis
Yes
Premium China Fund Premium Asia PropertyPremium
Fund Asia Fund
Yes
FNZ
Yes
The following institutions offer margin lending arrangements into Premium funds.
Please refer to the table below for the full list and respective LVRs
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Pr
How to Invest
Margin Lending Facilities
Premium China Fund Premium Asia
Property Fund
Premium Asia Fund
NAB
50%
BT
50%
60%
Merrill Lynch
50%
St. George
50%
Leveraged Equities
65%
55%
Commonwealth Bank
60%
50%
75%
60%
Colonial Margin Lending 70%
65%
60%
Suncorp
50%
The following table exhibits the research available on the funds
Research House
Premium China Fund Premium Asia PropertyPremium
Fund Asia Fund
Zenith
(Recommended)
(Recommended)
(Recommended)
Lonsec
(Highly Recommended) (Recommended)
(Recommended)
SQM Research
(4 Stars)
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