Investors with less than $500,000

If you satisfy the wholesale investor requirements your initial investment in our trusts can be less than $ 500,000. One test is to satisfy minimum net assets or gross income requirements. When applying for units on this basis please attach this completed letter with your application form. Net Assets / Gross Income Letter

Australian Equities

Maple-Brown Abbott Imputation Fund
    A fund which aims to provide a tax-effective income stream and long-term capital growth from a wide range of shares including property trusts listed,
    or expected to be listed, on the Australian Securities Exchange.

    The usual minimum investment is $ 1,500

Maple-Brown Abbott Imputation Fund - Wholesale
    A fund which aims to provide a tax-effective income stream and long-term capital growth from a wide range of shares including property trusts listed,
    or expected to be listed, on the Australian Securities Exchange.

    The usual minimum investment is $ 25,000

Maple-Brown Abbott Australian Geared Equity Fund
    A fund that aims to provide magnified long-term capital growth by borrowing to invest in shares including property trusts listed, or expected to be listed,
    on the Australian Securities Exchange.

    The usual minimum investment is $ 1,500

Maple-Brown Abbott Australian Geared Equity Fund - Wholesale
    A fund that aims to provide magnified long-term capital growth by borrowing to invest in shares including property trusts listed, or expected to be listed,
    on the Australian Securities Exchange.

    The usual minimum investment is $ 25,000




Property

Property fund managed by Maple-Brown Abbott is accessible via All Star Maple-Brown Abbott Listed Property Fund.
Please contact All Star Funds on 1300 791 896.


Multi-Sector

Multi-sector funds managed by Maple-Brown Abbott are accessible via a number of Master Trusts or Wrap Service organisations listed below (also known as Investor Directed Portfolio Services and Investor Directed Portfolio-like Services "IDPS").

Maple-Brown Abbott Diversified Investment Trust

ASGARD
BT Wrap
CFS First Wrap
MLC - MLC Wrap
MLC - MLC Navigator
Macquarie Wrap
Oasis
Synergy - Investment Service
Symetry Portfolio Service
Beacon Wrap
Investment Exchange


Maple-Brown Abbott Pooled Superannuation Trust

ASGARD
Mercer Allocated Pension Service
MLC - MLC Wrap
MLC - MLC Navigator
OnePath Corporate Super
SMF - Austchoice Super
Freedom of Choice
Synergy - Retirement Service

Asia and Asia Pacific

Maple-Brown Abbott Asian Investment Trust
    For investors seeking exposure to the Asian equity market, excluding Japan.
    The usual minimum investment is $ 50,000


You must be given a copy of the Product Disclosure Statement before you make an investment in our trusts through a Master Trust or IDPS. You should contact a financial adviser or one of the organisations offering our products.

Maple-Brown Abbott does not endorse or recommend any of the Master Trusts or IDPS listed above. You should seek professional investment advice before deciding whether to make an investment via a Master Trust or IDPS.

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