Phone 1800 444 396
Post GPO Box 264, Brisbane QLD 4001

Ausbil Australian Emerging Lenders

For those seeking high returns from Australian shares only, or those wanting to build their own investment strategy when combined with other single asset class options. Prepared to accept likely significant fluctuations over shorter periods.

Return Target1

Aim is to achieve returns (before fees and taxes) in excess of the benchmark over the medium to long-term with moderate tax effective income. The performance benchmark for the fund is the S&P/ASX 300 Accumulation Index.

Risk: Very high

Risk: Very high

1 Investment markets are uncertain and future returns cannot be guaranteed.

Ausbil Australian Emerging Lenders - Estimated fees and costs

Administration fees and costs: 0.59% p.a. plus 0.07% p.a.1
Pension & TTR administration fees and costs: 0.50% p.a. plus 0.07% p.a.1
Investment fees and costs: 0.85%
Transaction costs: 0.17%

See the Fees and other costs section of the Optimiser Investment choice guide for a full explanation of the costs for each investment option.

1 This amount includes one off merger costs. This amount is not deducted from your account balance but is deducted from the Fund’s General Reserve.

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