AMG Managed Funds

The table below gives a brief summary of the AMG Managed Fund investment options. For more information about each of the investment options below, please refer to the PDS link.

AMG Aus EquitiesAMG Int'l EquitiesAMG Property SecuritiesAMG Aus & Int'l Fixed InterestAMG CashAMG Ethical

AMG Australian Equities	Recommended Minimum Investment Time Frame	Investment Management Fee pa*	Buy / Sell Spread (%) pa	Product Disclosure Statement
AMG Advance Imputation Fund – Wholesale Units (Closed to new investments)	5 years plus	0.92%	0.25%/0.25%	PDS
AMG Advance Australian Geared Equity Fund – Wholesale Units	5 years plus	1.03%	0.40%/0.40%	PDS
AMG AMP Capital Equity Fund – Class A Units	5 to 7 years	0.97%	0.50%	PDS
AMG Ausbil Australian Active Equity Fund	5 years	0.90%	0.60%	www.ausbil.com.au/assets/Ausbil%20PDS%20incl.%20Cover.pdf
AMG BlackRock Wholesale Australian Share Fund	5 to 7 years	0.95%	0.275%	PDS
AMG 452 Capital Wholesale Australian Equities Fund	5 to 7 years	1.21%	0.2%/-0.2%	PDS Part 1 PDS Part 2
AMG Colonial First State Wholesale Leaders Fund	5 to 6 years	0.98%	0.2%/-0.2%	PDS Part 1 PDS Part 2
AMG Colonial First State Wholesale Imputation Fund	7 years	0.96%	0.2%/-0.2%	PDS Part 1 PDS Part 2
AMG Colonial First State Wholesale Geared Share Fund	7 Years	1.03%	0.2%/-0.2%	PDS Part 1 PDS Part 2
AMG FirstChoice Wholesale Australian Small Companies Fund	7 years	1.32%	0.25%/-0.25%	PDS Part 1 PDS Part 2
AMG DDH Australian Equities Fund	3 years	1.20% of gross asset value	0.20%/0.20%	PDS
AMG DDH Australian Small Companies Fund	3 years	1.35% of gross asset value	0.20%/0.20%	PDS
AMG Fortis Investments Australian Equity Fund	5 years	0.85%	0.30%/0.30%	PDS
AMG Hyperion Australian Growth Companies Fund	5 to 7 years	0.61%	0.30%/0.30%	PDS
AMG ING Wholesale Australian Share Trust (Closed to new investments)	5 years	0.90%	0.25%/0.25%	PDS
AMG Investors Mutual Wholesale Australian Share Fund	5 years	0.97%	0.25%/0.25%	PDS
AMG Investors Mutual wholesale Industrial share fund (Closed to new invesments)	5 years	0.97%	0.25%/0.25%	PDS
AMG Perpetual’s Wholesale Smaller Companies Fund (Closed to new investments)	5 - 7 Years	1.25%	0.25/0.3%	PDS
AMG Perpetual’s Wholesale Geared Australian Share Fund	7 years	1.17% of gross asset value	0.5%/0.5%	SPDS PDS
AMG Perpetual’s Wholesale Industrial Fund	5 years	0.99%	0.40%/Nil	SPDS PDS
AMG Schroder Wholesale Australian Equity Fund	3 to 5 years	0.92%	0.30%/0.30%	PDS
AMG Selector Australian Equities Fund	5 years	1.95%	0.25%/0.25%	PDS
AMG UBS Australian Share Fund	5 years	0.80%	0.25%/ -0.25%	PDS
Vanguard Australian Share Index Fund	5 years	0.34%	0.20%/ -0.10%	PDS

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Disclaimer

All information contained in the tables above is attributable to or based on statements made by the underlying investment manager and has been included in this website with the consent of that underlying manager. The Trustee is not the issuer of any statements made by the underlying manager and, to the extent permitted by law does not accept any responsibility for information in the tables above.

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AMG Australian Fixed Interest	Recommended Minimum Investment Time Frame	Investment Management Fee pa*	Buy / Sell Spread (%) pa	Product Disclosure Statement
AMG Australian Unity Wholesale Mortgage Income Trust (No new investments accepted for this investment option and restricted withdrawals apply)	2 years	0.80%	Nil	PDS
AMG Aberdeen Australian Fixed Income Fund	3 years plus	0.51%	0.3%/-0.3%	PDS
AMG DDH Fixed Interest Fund	3 years	0.68% of gross asset value	0.4%/-0.4%	PDS
AMG DDH Preferred Income Fund	3 to 5 years	0.75%	0.15%/0.15%	PDS
AMG Macquarie Master Fixed Interest Fund	3 years	0.615%	Nil	PDS
AMG Macquarie True Index Australian Fixed Interest Fund	3 years	Nil	0.4%/-0.4%	PDS
AMG UBS Australian Bond Fund	3 years	0.40%	0%/-0.5%	PDS
Vanguard Australian Fixed Interest Fund	2 to 3 years	0.29%	0.20%/-0.20%	PDS
AMG International Fixed Interest	Recommended Minimum Investment Time Frame	Investment Management Fee pa*	Buy / Sell Spread (%) pa	Product Disclosure Statement
AMG Aberdeen International Fixed Income Fund	3 years plus	0.58%	0.075%/0.075%	PDS
AMG DDH Global Fixed Interest Alpha Fund	5 years	1.50% of gross asset value	Nil	PDS
AMG Macquarie True Index Tracking Global Bond Fund (Closed to new investments)	2 to 3 years	Nil	0.10%	PDS
AMG UBS International Bond Fund (Closed to new investments)	N/A	N/A	N/A	PDS
Vanguard International Fixed Interest Index Fund (Hedged)	2 to 3 years	0.34%	0..20%/-0.20%	PDS SPDS

AMG Ethical Selection	Recommended Minimum Investment Time Frame	Investment Management Fee pa*	Buy / Sell Spread (%) pa	Product Disclosure Statement
AMG AMP Capital Sustainable Future Australian Share Fund – Class A Units	5 to 7 years	0.97%	0.25%/-0.25%	PDS
AMG AMP Responsible Investment Leaders International Share Fund – Class A Units	5 to 7 years	1.13%	0.4%/-0.4%	PDS
AMG Perpetual’s Wholesale Ethical SRI	5 years or longer	1.175%	0.20%/-0.2%	SPDS

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AMG International Equities	Recommended Minimum Investment Time Frame	Investment Management Fee pa*	Buy / Sell Spread (%) pa	Product Disclosure Statement
AMG Advance International Sharemarket Fund – Wholesale Units (Closed to new investments)	5 years plus	1.18%	0.35%/0.35%	PDS Part 1 PDS Part 2
AMG BlackRock Wholesale Global High Conviction Share Fund	5 to 7 years	0.95%	0.25%	PDS
AMG FirstChoice Platinum Wholesale International Fund	7 years	1.80%	0.35%/-0.35%	PDS Part 1 PDS Part 2
AMG Aberdeen Actively Hedged International Shares Fund	5 years plus	0.98%	0.25%/0.25%	PDS
AMG Hyperion Overseas Equity Fund	3 to 5 years	0.51%	0.50%/0.50%	PDS
AMG Macquarie IFP Global Franchise Fund (Closed to new investments)	5 years plus	1.38%	0.45%/0.25%	PDS
AMG MLC Investment Trust – MLC Platinum Global Fund (Closed to new investments)	N/A	N/A	N/A	PDS
AMG Perpetual’s Wholesale International Share Fund	5 years plus	1.23%	0.50%/Nil	SPDS PDS
AMG Schroder Global Active Value Fund (Hedged)	5 years plus	0.98%	0.30%-0.3%	PDS
AMG UBS International Share Fund	5 years plus	0.90%	0.30%/ -0.30%	PDS
Vanguard International Share Fund (Hedged)	5 years	0.39%	0.4%/-.0.2%	PDS
Vanguard International Share Fund (Unhedged)	5 years	0.36%	0.3%/0-.1%

AMG Property Securities	Recommended Minimum Investment Time Frame	Investment Management Fee pa*	Buy / Sell Spread (%) pa	Product Disclosure Statement
AMG Colonial First State Wholesale Property Securities Fund	5 years	0.80%	0.2%/-0.2%	PDS Part 1 PDS Part 2
AMG Legg Mason Property Securities Trust	3 years	0.71%	0.28%/-0.28%	PDS
AMG Macquarie Master Property Securities Fund	5 years	0.72%	0.3%/-0.3%	PDS
AMG Macquarie True Index Listed Property Fund	3 to 5 years	Nil	0.245%/-0.245%	PDS
AMG UBS Property Securities Fund	3 to 5 years	0.85%	0.25% / -0.25%	PDS
Vanguard Property Securities Index Fund	3 to 5 years	0.34%	0.2%/-0.2%	PDS SPDS
Vanguard Property Securities Index Fund	3 to 5 Years	0.43%	0.4%/-0.4%

AMG Cash Selection	Recommended Minimum Investment Time Frame	Investment Management Fee pa*	Buy / Sell Spread (%) pa	Product Disclosure Statement
AMG DDH Graham Advantage Cash Fund	0 to 3 years	0.35%	0%	PDS
AMG Macquarie Master Cash Fund	0 to 3 years	0.51%	0%	PDS