Latest Featured Funds & Discount Investments
Please find below a list of our Latest Investment Offers. Many of these offers are for our featured funds and have an additional special offer for a limited period so please visit this page regularly for the latest additions or subscribe to the Funds Focus newsletter and special offers emails.
Managed Funds | Fee Rebate | Min Investment | Expected Close | ||||||||
---|---|---|---|---|---|---|---|---|---|---|---|
Perpetual Australian Geared Fund – Rebate Offer | 4.0% (100%) | $2,000 | Ongoing | ||||||||
Wilson HTM Priority Growth Fund
|
No Entry Fee | $40,000 | Ongoing | ||||||||
Prime Value Growth Fund
|
No Entry Fee | $20,000 | Ongoing | ||||||||
Colonial FirstChoice Geared Share Fund
|
No Entry Fee | $5,000 | Ongoing | ||||||||
PIMCO Australian & Global Bond Funds
|
No Entry Fee | $5,000 | Ongoing | ||||||||
Crescent Wealth Islamic Investing | No Entry Fee | $50,000 | Ongoing |
Capital Protected & Structured Products | Fee Rebate | Min Investment | Expected Close | ||
---|---|---|---|---|---|
All offers currently closed |
Insurance | Min. Premium | Notes | ||||||||
---|---|---|---|---|---|---|---|---|---|---|
QBE Travel Insurance – 30% discount | N/A | |||||||||
My Protection Plan (Life, Trauma & Income Protection)
|
N/A | Additional discounts for professionals | ||||||||
Zurich Ezicover – Life & Income Protection | 1st month’s premium free |
Investment Platforms (wraps & master trusts) | Initial Investment | Number of funds | ||||||||
---|---|---|---|---|---|---|---|---|---|---|
DDH Graham Bank of Queensland Money Market Account | $5,000 | 22 | ||||||||
Perpetual Wealth Focus Investment Advantage Rebate Offer
|
$5,000 | 70 | ||||||||
Australian Money Market (Term Deposit Broking)
|
$20,000 | 20+ institutions | ||||||||
Axa North
|
$20,000 | |||||||||
Colonial First State FirstChoice | $1,000 | 90 |
Tax Effective MIS/Agribusiness | Fee Rebate | Initial Investment | Number of funds | ||
---|---|---|---|---|---|
All offers currently closed |
IPO | Minimum Investment | Expected Close | ||
---|---|---|---|---|
Westpac Capital Notes 6 (WBCPI) | $10,000 | Ongoing |