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 1/3 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 2/3 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) 3/3
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