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Rebate Offer
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N/A
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Minimum Initial Investment
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$20,000
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Expected Close Date
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Ongoing
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The investment philosophy of PM Capital is based on a simple principle:
'The best way to preserve and enhance your wealth is to buy a good business at a good price'
PM CAPITAL does not align its portfolios with standard industry benchmarks. Rather, the portfolios are selectively assembled on the merits of individual stock picking. They build the portfolios from stock specific ideas after intensive research and peer group review.
Directly access the following PM Capital funds through the Personal Choice eWRAP platform available via 2020 DIRECTINVEST:
- PM Capital Absolute Performance Fund: aim to provide positive investment returns over a three year plus investment horizon by investing in a concentrated portfolio of undervalued equities listed on global stock exchanges.
- PM Capital Enhanced Yield Fund: aim to provide investment returns in excess of the RBA cash rate by investment in a combination of cash, higher yielding securities and companies listed on global stock exchanges
- PM Capital Australian Opportunities Fund: aim to provide positive investment returns over a three year plus investment horizon by investing in a concentrated portfolio of undervalued Australian equities.
Alternatively, the following PM Capital funds are available through the Colonial First State FirstChoice master trust platform available with lower minimum initial investments and 100% rebate of entry fees:
| Fee Disclosure | | 2020 DIRECTINVEST will rebate 100% of the 4.0% entry fee on investments in PM Capital funds via Colonial First State. 2020 DIRECTINVEST may receive a trailing commission of up to 0.60% pa. This is paid by the fund manager and is NOT an additional charge to the investor. |
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