4D Global Infrastructure Fund
The 4D Global Infrastructure Fund invests in listed infrastructure companies across all four corners of the globe. The Fund consists of a concentrated investment portfolio of 30-60 stocks, and aims to identify quality listed global infrastructure securities, trading at or below fair value with sustainable, growing earnings and dividends.
Investments can be made directly to Bennelong via a Product Disclosure Statement (PDS) application form.
Minimum investment amount: $25,000
Recommended investment period: 5 years plus
Via a platform
A platform bundles together a range of managed funds and investments into a single product. This provides investors consolidated and centralised reporting. Our funds appear on a variety of third party platforms.
Operated by the ASX, mFund enables investors to use a broker or financial adviser to buy and sell units in a selection of unlisted managed funds. Using the same system which drives ASX share transactions, mFund replaces the traditional paper-based process.
|Step 1. Download and read offer documents||
Prior to filling in the PDS Application Form, please ensure you have read and understood the Product Disclosure Statement (PDS) and Additional Information Booklet (AIB). Please note, our Client Services team can assist with general enquiries, but cannot make any product recommendations, or determine whether a fund will meet your personal needs. If you are uncertain about which of our funds is best for you, please consult your financial adviser.
|Step 2. Apply to invest||
Once the form has been completed online, you will need to print, date and sign it.
Alternatively, you can download a printable form.
✔ an email address and phone number;
✔ your Tax File Number (or ABN, ACN, ARCN);
✔ postal address details; and
✔ if applying on behalf of a trust, details of the trustee.
|Step 3.Attach ID verification document||
Attach the printed, dated and signed Application Form and relevant original certified identification documents.
|Step 4. Make a payment||
You can make a payment by either:
|Step 5. Post paperwork||
Please post the printed, dated and signed Application Form and relevant original certified identification documents directly to Bennelong, care of our Administrator:
The investment amount and application form must be received no later than 2.00 pm Melbourne time to be processed on the same business day.
|Step 6. Confirmation of application||
Once received, you will receive confirmation of your application by close of business the next day. The confirmation will be sent to the email or postal address provided in the Application Form.