Steps for investing

Please ask your financial adviser about PM Capital's managed funds. They are available on a range of investment platforms. 

Our managed funds are also available directly. To invest directly, please:

1. Download and read the Product Disclosure Statement (PDS).

    PDS - Australian residents      

    PDS - New Zealand residents

2. Complete the Application Form attached to the PDS.

You should complete those sections of the application form that relate to you.

If you're investing without a financial adviser, you are required to provide identification in accordance with Australia's anti-money laundering laws. You can find the form you need to complete here.

3. Send your signed Application Form and payment to our Unit Registry, Mainstream Fund Services (Formerly FundBPO) at the below address:

PM Capital Limited
C / - Mainstream Fund Services
GPO Box 4968
Sydney NSW 2001

Acceptable methods of payment of the Application Monies (in Australian dollars) for each Fund are:

  • by cheque (separate for each Fund application) made payable to 'PM Capital Ltd - [ Fund Name ] Applications Account' accompanied with the completed Application Form. ;
  • Electronic Funds Transfer (EFT) into each Funds’ Application account.

The bank account details for an EFT to each of the Funds are set out below:

Fund:

Bank:

Branch:

BSB:

Account:

Global Companies Fund

Westpac

275 Kent St, Sydney, NSW, 2000

032-102

074090

Australian Companies Fund

032-102

074074

Asian Companies Fund

032-102

074111

Enhanced Yield Fund

032-102

074154

We will process your investment as soon as we receive your payment and signed application form.

PDS Terms & Conditions
The PDS issued by PM Capital Limited ABN 69 083 644 731 accessible from this site is available upon request from the office of PM Capital.
Investment in any of the funds accessible from this site may only be made on the application form attached to, or accompanied by the complete and unaltered current PDS. The copy of the PM Capital Limited PDS available from this site is available for residents of Australia and New Zealand investors only. It has been prepared having regard only to current law and its interpretation, including, without limitation, taxation law.
By downloading the PDS you will be acknowledging and agreeing with PM CAPITAL that you: a) have read, understood and agree to the above; b) are an Australian or NZ resident and you are accessing the PDS from within Australia or NZ; and c) have not, and will not, pass to any other person an application form unless it is attached to, or accompanied by the complete and unaltered electronic PDS and unless it is passed to another party within Australia or NZ.