Maximise Your Growth Potential
Designed to be an easy-to-access, simple to understand, performance-targeting growth vehicle. MAXIMISER® invests in a dynamic mix of Australian and International Shares, Commercial Property, Resources and PreciousMetals.
This fund has been specifically designed for investors who embrace the investing philosophy of Peter Spann and for all investors seeking growth from a broad-based, well constructed, diversified portfolio.
Australia’s top fund managers in one simple investment
MAXIMISER® targets top quartile performers with demonstrated track histories of outperforming their peers and innovative managers with investment processes that we believe will add value.
These “long only” funds are likely to produce positive returns in times of rising markets and negative returns in times of falling markets, however the managers of these Funds seek to outperform by using their skills to pick underlying investments they hope will have superior success than the broad market.
Tap into the boom
Many analysts believe the current resources boom will go on for a considerable period – MAXIMISER® seeks top performers in this sector to enhance growth. It also invests through Managers who target Gold equities generally accepted to be defensive investments in times of crisis.
Access one of the most advanced share markets in the world
MAXIMISER® can also invest directly in shares companies listed on the ASX. This enables the fund to participate in the company’s performance and receive dividends and/or capital growth as the value of the shares increase.
The ability to invest in both funds and direct equities provides you with exposure to both professional fund managers in respective asset classes specifically concentrated sub themes like financials, telecommunications, coal or iron ore through specific stocks. This flexibility also assists us in tailoring MAXIMISER® for potentially higher returns whilst managing risk.
Through its underlying investments, MAXIMISER® will have a diversified portfolio that includes a range of assets classes and a range of strategies designed to generate growth.
Invest in diversified growth
Investments in this fund can only be made using the application form inside the PDS document. You should read the PDS before making a decision to invest.
Maximiser Application Form
To take advantage of the Maximiser opportunity download the PDS and complete the included application form. Click on "Free Your Future" to get started.
Important Information
Fundhost Limited (ABN 69 092 517 087) (AFSL 233045) ("Fundhost") as the Responsible Entity is the issuer of Maximiser™ ARSN 130 533 685. Excela Funds Management Pty Limited (ABN 25 124 028 244) ("Excela") is the Investment Manager for Maximiser. Excela is a Corporate Authorised Representative of Excela Equities Ltd ABN 17 010 763 041 ("Excela Equities") which is the holder of an Australian Financial Services licence (AFSL 246510).
Investments can go up and down. Past performance is not necessarily indicative of future performance. To fully understand the potential returns and risks associated with the investment please refer to the PDS.
This information has been prepared without taking into account your investment objectives, financial situation, or needs. Before making an investment decision you should consider the appropriateness of the information having regard to these matters. Before you invest it is important that you read and understand the terms set out in the Maximiser™ Product Disclosure Statement ("PDS") dated 16 April 2008. In particular, it is important that you understand the risks associated with an investment in Maximiser™ set out in the PDS.
^ Returns from a leveraged investment are more volatile than returns from the same investment which are not leveraged. The greater the level of gearing the greater the potential for both significant investment gains and losses. If you are thinking about borrowing to invest we recommend you seek professional financial advice.
*As at July 2011
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