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
Advance Imputation Fund – Wholesale Units (Closed to new investments)	5 years plus	0.92%	0.25%/0.25%	PDS
Advance Australian Geared Equity Fund – Wholesale Units	5 years plus	1.03%	0.40%/0.40%	PDS
AMP Capital Equity Fund – Class A Units	5 to 7 years	0.97%	0.25%/-0.25%%	PDS SPDS
Ausbil Australian Active Equity Fund	5 years	0.90%	0.3%/-0.3%%	PDS
BlackRock Wholesale Australian Share Fund	5 to 7 years	0.95%	0.275%/-0.275%	PDS
452 Capital Wholesale Australian Equities Fund	7 years	1.22%	0.2%/-0.2%	PDS Part 1 PDS Part 2
Colonial First State Wholesale Leaders Fund	7 years	0.96%	0.2%/-0.2%	PDS Part 1 PDS Part 2
Colonial First State Wholesale Imputation Fund	7 years	0.97%	0.2%/-0.2%	PDS Part 1 PDS Part 2
Colonial First State Wholesale Geared Share Fund	7 Years	1.05% Net 1.97% gross	0.2%-0.5%/-0.2%-0.5%	PDS Part 1 PDS Part 2
FirstChoice Wholesale Australian Small Companies Fund	7 years	1.31%	0.25%/-0.25%	PDS Part 1 PDS Part 2
DDH Australian Equities Fund	3 years	1.20% of gross asset value	0.20%/0.20%	PDS
DDH Australian Small Companies Fund	7years	1.35% of gross asset value	0.20%/0.20%	PDS
Arnheim Australian Equity Fund	5 years	0.85%	0.30%/0.30%	PDS
Hyperion Australian Growth Companies Fund	5 to 7 years	0.95%	0.30%/0.30%	PDS SPDS
ING Wholesale Australian Share Trust (Closed to new investments)	5 years	0.90%	0.25%/0.25%	PDS SPDS
Investors Mutual Wholesale Australian Share Fund	5 years	0.97%	0.25%/0.25%	PDS
Investors Mutual wholesale Industrial share fund (Closed to new invesments)	5 years	0.97%	0.25%/0.25%	PDS
Perpetual’s Wholesale Smaller Companies Fund (Closed to new investments)	5 - 7 Years	1.25%	0.30/0.00%	PDS SPDS
Perpetual’s Wholesale Geared Australian Share Fund	7 years	1.17%	0.38%/0.38%	SPDS PDS
Perpetual’s Wholesale Industrial Fund	5 years	0.99%	0.30%/0.00%	SPDS PDS
Schroder Wholesale Australian Equity Fund	3 to 5 years	0.92%	0.30%/0.30%	PDS
Selector Australian Equities Fund	5 years	1.90%	0.25%/0.25%	PDS
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 International Equities	Recommended Minimum Investment Time Frame	Investment Management Fee pa*	Buy / Sell Spread (%) pa	Product Disclosure Statement
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 SPDS
BlackRock Wholesale Global High Conviction Share Fund	5 to 7 years	0.95%	0.25%	PDS
FirstChoice Platinum Wholesale International Fund (Closed to new investments)	7 years	1.80%	0.35%/-0.35%	PDS Part 1 PDS Part 2
Aberdeen Actively Hedged International Shares Fund	5 years plus	0.98%	0.25%/0.25%	PDS
Hyperion Overseas Equity Fund (Closed to new investments)	3 to 5 years	1.74%	0.50%/0.50%	PDS
Macquarie IFP Global Franchise Fund (Closed to new investments)	5 years plus	1.38%	0.45%/0.25%	PDS
MLC Investment Trust – MLC Platinum Global Fund (Closed to new investments)	N/A	N/A	N/A	SPDS
Perpetual’s Wholesale International Share Fund	5 years plus	1.23%	0.50%/Nil	SPDS PDS
Schroder Global Active Value Fund (Hedged)	5 years plus	0.98%	0.30%-0.3%	PDS SPDS
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	5 years	0.36%	0.3%/0-.1%	SPDS
Platinum International Fund	5 Years	1.54%	0.25%/0.25%	PDS
Platinum Asia International Fund	5 years	1.54%	0.25%/0.25%	PDS

Australian Fixed Interest	Recommended Minimum Investment Time Frame	Investment Management Fee pa*	Buy / Sell Spread (%) pa	Product Disclosure Statement
Australian Unity Wholesale Mortgage Income Trust (No new investments accepted for this investment option and restricted withdrawals apply)	2 years	0.80%	Nil	PDS
Aberdeen Australian Fixed Income Fund	3 years plus	0.51%	0.3%/-0.3%	PDS
DDH Fixed Interest Fund	3 years	0.68% of gross asset value	0.4%/-0.4%	PDS
DDH Preferred Income Fund	3 to 5 years	0.85%	0.15%/0.15%	PDS
Macquarie Master Fixed Interest Fund	3 years	0.615%	Nil	PDS
Macquarie True Index Australian Fixed Interest Fund	3 years	Nil	0.4%/-0.4%	PDS
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 SPDS
International Fixed Interest	Recommended Minimum Investment Time Frame	Investment Management Fee pa*	Buy / Sell Spread (%) pa	Product Disclosure Statement
Aberdeen International Fixed Income Fund	3 years plus	0.58%	0.075%/0.075%	PDS
DDH Global Fixed Interest Alpha Fund	5 years	1.50% of gross asset value	Nil	PDS
Macquarie True Index Tracking Global Bond Fund (Closed to new investments)	2 to 3 years	Nil	0.10%	PDS
UBS International Bond Fund (Closed to new investments)	N/A	N/A	N/A	PDS SPDS
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
AMP Capital Sustainable Future Australian Share Fund – Class A Units	5 to 7 years	0.9716%	0.25%/-0.25%	PDS
AMPCapital's Responsible Investment Leaders International Share Fund – Class A Units	5 to 7 years	1.128%	0.4%/-0.4%	PDS
Perpetual’s Wholesale Ethical SRI	5 years or longer	1.175%	0.15%/-0.15%	SPDS

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AMG Property Securities	Recommended Minimum Investment Time Frame	Investment Management Fee pa*	Buy / Sell Spread (%) pa	Product Disclosure Statement
Colonial First State Wholesale Property Securities Fund	5 years	0.82%	0.2%/-0.2%	PDS SPDS
Legg Mason Property Securities Trust	3 years	0.718%	0.28%/-0.28%	PDS
Macquarie Master Property Securities Fund	5 years	0.72%	0.3%/-0.3%	PDS
Macquarie True Index Listed Property Fund	3 to 5 years	Nil	0.245%/-0.245%	PDS
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 International Property Securities Index Fund(hedged)	3 to 5 Years	0.43%	0.4%/-0.4%