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General advice only

Swell Asset Management Pty Limited ABN 16 168 141 204 is a corporate authorised representative (CAR number 465285) of Hughes Funds Management Pty Limited (ABN 42 167 950 236 AFSL 460572) Suite 10.02 Level 10 Corporate Centre One 2 Corporate Court Bundall Qld 4217. Swell Asset Management operates this website and is authorised to provide general financial product advice only.

The information on this page is general information about products and services provided by Swell Asset Management and does not take into account your personal objectives, financial situation or needs. A statement about past performance should not be interpreted as predictive of future performance.

The information on this page must not be considered advice or a recommendation to invest in any products or services offered by Swell. You should seek independent financial advice and read the relevant product disclosure statement (PDS) and other offer document prior to making an investment decision, considering the appropriateness of the information and the nature of the relevant financial product having regard to your objectives, financial situation and needs.

By clicking “Confirm” below you agree to read and abide by the Terms of Use of this website

Please read the Product Disclosure Statement, Reference Booklet and
Target Market Determination prior to investing in the Swell Global Fund.


APIR: PIM3899AU         ISIN: AU60PIM38995         TMD: V8IU-PIM3899AU

If you are unable to complete the online application you can download application forms here, complete and send them to the fund administrator (details below).

Responsible entity

The Trust Company (RE Services) Limited

ABN 45 003 278 831 AFSL 235150
a wholly owned subsidiary of Perpetual Limited
ABN 86 000 431 827

Angel Place
Level 18
123 Pitt Street
Sydney NSW 2000

 

Tel: 02 9229 9000
Email: investments@perpetual.com.au

 

The Product Disclosure Statement and Reference Guide for the Swell Global Fund dated 14 February 2022 is issued by The Trust Company (RE Services) Limited ABN 45 003 278 831 AFSL 235150, as responsible entity and the issuer of units in the Swell Global Fund ARSN 649 827 921 APIR PIM3899AU, ISIN AU60PIM38995. It is general information only and is not intended to provide financial advice. It has been prepared without taking into account individual objectives, financial situation or needs. You should consider the product disclosure statement available here prior to making any investment decisions. If you require financial advice that takes into account your personal objectives, financial situation or needs, you should consult your licensed or authorised financial adviser. To the extent permitted by law, no liability is accepted for any loss or damage as a result of any reliance on this information.

No company in the Perpetual Group (Perpetual Limited ABN 86 000 431 827 and its subsidiaries) guarantees the performance of any fund or the return of an investor’s capital.

Administrator and custodian

Mainstream Group Holdings Limited

ABN 81 118 902 891 AFSL 303253

 

Level 10
12 Shelley Street
Sydney NSW 2000

GPO Box 4968
Sydney NSW 2001

Tel: 1300 133 451
Fax: 02 9251 3525
Email: registry@mainstreamgroup.com