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| Rebate Offer |
4.0% (100%*) |
| Minimum Initial Investment |
$10,000 |
| Expected Close Date |
Ongoing |
| Description |
The Hunter Hall Trusts seek to provide investors with superior returns over the medium to long term by investing in portfolios of quality growth stocks perceived to be undervalue, following an ethical investment policy. |
| Product Disclosure Statement |  | Download Product Disclosure Statement (PDS) |  | Request Product Disclosure Statement (PDS) |
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The Hunter Hall Value Growth Trust, Global Ethical Trust and Australia Value Trust (the Trusts) seek to provide investors with superior returns over the medium to long term by investing in portfolios of quality growth stocks perceived to be undervalued. These are often undiscovered, under researched and out of favour companies.
The Hunter Hall Trusts follow an ethical investment policy. Hunter Hall is committed to the concept of ‘responsible investing’ and applies a negative screen which restricts investment in companies that derive revenues associated with the sale of armaments or tobacco, gambling, cruelty to animals, destruction of the environment and uranium mining.
- The Hunter Hall Value Growth Trust: seeks to create wealth for its investors over time through careful investment in undervalued international and Australian companies.
- The Hunter Hall Global Ethical Trust: seeks to create wealth for its investors through careful investment in undervalued companies outside Australia and New Zealand.
- The Hunter Hall Australian Value Trust: seeks to create wealth for its investors through careful investment in undervalued companies in Australia and New Zealand.
PLEASE NOTE: The Hunter Hall Investment Fund product disclosure statement is not stamped. Investors should send your completed application with investment cheque and the handling fee payable to 2020 DIRECTINVEST (where applicable, please see Fee Disclosure) care of our office where we will stamp the application for 100% fee rebate and forward to Hunter Hall on the same day it is received:
2020 DIRECTINVEST
Reply Paid 75099
Greenwich NSW 2065
| Fee Disclosure | | 2020 DIRECTINVEST will rebate 100% of the 4.0% entry fee in the Hunter Hall Ethical Investment Fund as additional units. Please note the Hunter Hall Value Growth Trust does not pay a trailing commission so a $55 handling fee is payable to 2020 DIRECTINVEST with your application to cover administration, postage & handling and marketing costs of this product. 2020 DIRECTINVEST will receive a trailing commission of 0.35% p.a. for investments in the Australian Value Trust and Global Ethical Trust therefore the handling fee is waived. This trailing commission is paid by Hunter Hall and is not an additional charge to the investor. |
| Download Product Disclosure Statement (PDS) | | Request Product Disclosure Statement (PDS) |
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| Financial Advice | Professional fee for service financial advice - avoid % based adviser service fees that last the life of the investment. more info
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| Entry Fees | Entry fees are optional. Are you paying entry fees on existing managed funds? more info
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