• GroWise Fund - Investor Survey

  • Thank you for considering an investment in the Ausbiz Capital Growise Fund. To ensure this fund aligns with your financial goals and needs, Australian law requires us to ask a few short questions. This survey helps us confirm if you’re within the group of investors for whom this fund is designed. 

    Important
    This survey is not personal financial advice. It’s your responsibility to decide if the fund suits you, and we encourage you to seek advice from a financial adviser if unsure.

    • Please review the Fund’s Product Disclosure Statement (PDS) and Target Market Determination (TMD) before completing this survey. These documents provide key details about the fund’s risks, objectives, and suitability.
    • Your responses will be kept confidential, as outlined in the PDS.

    The survey is quick and straightforward, taking less than 2 minutes to complete.
    Lets get started!

  • What is your age group?*
  • How would you describe your financial situation?*
  • What portion of your total investable assets (excluding your home) will you invest in this fund?*
  • What is your main goal for this investment?*
  • When might you need to access most of your investment?*
  • How comfortable are you with investment risk?*
  • Hedge funds use strategies like borrowing money or betting against stocks to try to make higher returns. These strategies can be riskier than traditional investments. Based on this, how familiar are you with hedge funds?*
  • Should be Empty: