- About the Investment Program
- Current Fund Information
- Current Managers and their Styles
- Example – Allocation of Fund Managers
- Fund Manager Profiles
Important: Change in Custodian for the Ventura Investment Program
We Ventura Investment Management Limited ABN 49 092 375 258 AFSL
253045, announce the appointment of a new Custodian, the Hongkong
and Shanghai Banking Corporation Limited (HSBC), ABN 65 117 925
970, AFSL 301737. Members’ assets have since been transferred
to HSBC with an expected completion date of 22 January 2007.
The custody transition of members’ assets to HSBC was successfully
executed on schedule. All members’ assets previously held with
Westpac are now held with HSBC.
HSBC Securities Services (HSS) is the premier provider of sub-custody,
master custody, trustee, fund administration and transfer agency services
spanning the Asia-Pacific region with an unparalleled size and coverage.
HSS forms part of Global Transactions Banking, within HSBC’s Corporate
Investment Banking and Market division.
Enquiries:
Please contact Ventura Client Services on 1300 131 264.
Product Disclosure Documents
Temporary closure of Ventura Retail Funds to new applications
Due to changes to be made to the underlying Russell Funds as from 2 June 2008, the Ventura Retail
Funds PDS will require amendment. For that reason the Retail PDS is being withdrawn from the market
pending its replacement with an updated PDS.
There will be no impact on the ongoing operations of the Funds and any pending applications will
be honoured.
The updated PDS will be released early in the new financial year; advisers will be notified and new
applications can be accepted from that point.
Ventura Investment Management will help take the worry out of investing.
The Ventura Investment Program focuses on minimising risk while providing consistent investment performance.
These objectives are achieved by using a select number of the world’s leading fund managers to manage your investments. Using multiple managers means you won’t be relying on just one manager to be right at any one time. By investing in a range of asset types, managed by a number of managers with complementary management styles, the Ventura Investment Program allows you to achieve three layers of diversification with a single investment.
Each manager may specialise in a different market, have a different investment style, and invest in different asset classes (shares, bonds, property securities, etc). A complex choice of managers available worldwide leads most investors to ask - how can I know which mix of managers will best suit my tolerance for risk and help me to achieve my investment goals?
The Ventura Investment Program provides a solution that aims to produce superior returns with above-average consistency. How? The Ventura Funds available offer you access to some of the world’s leading investment managers, selected by one of the world’s leading investment services firms, the Russell Investment Group. The Ventura Funds utilise Russell’s Multi Asset Multi Style Multi Manager™ investment approach, which is designed to meet your investment needs no matter what your time horizon, risk tolerance or personal situation may be. Work with your financial adviser to select the Ventura Fund, or combination of Ventura Funds, that are right for you. |
