• 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!

     
     
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  • If you are a sophisticated investor and hold a valid Accountant's Certificate (under section 708 of the Corporations Act), you can skip the TMD questionnaire.

    Simply upload your certificate below and click Next to proceed straight to the application.

    You can also continue without uploading it now — you'll just need to provide the certificate before completing your application.

     
     
  • What is your age group?*
  • How would you describe your financial situation?*

  • Based on the fund’s Target Market Determination, GroWise is designed for investors with a sound financial situation, including having savings that outweigh significant debt. Large debt levels may mean this investment is not currently appropriate.

     
     
     
     
  • What portion of your total investable assets (excluding your home) will you invest in this fund?*

  • According to the fund’s TMD, GroWise is suitable as a minor allocation — typically no more than 25% (for a non sophisticated investor) of your total investable assets (excluding the family home). A higher percentage may mean it’s not the right fit at this time.

     
     
     
  • What is your main goal for this investment?*

  • GroWise is intended for investors focused on long-term growth, in line with the fund’s Target Market Determination. If your main goal is to keep your money safe with low risk or to earn regular income, this fund may not be the right fit at this time.

     
  • When might you need to access most of your investment?*

  • Based on the fund’s Target Market Determination, GroWise is designed for investors who have a long-term investment horizon. If you need to access most of your investment within 1 year, this fund may not be currently appropriate.

     
  • How comfortable are you with investment risk?*

  • GroWise is intended for investors comfortable with moderate to high risk, consistent with its Target Market Determination. If you prefer low risk and steady returns, this fund may not be the right fit at this time.

     
  • 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?*

  • Based on the fund’s Target Market Determination, GroWise is designed for investors who have a good understanding of hedge fund strategies and their risks. If you don’t know much about hedge funds or are only a little familiar with them, this investment may not be currently appropriate.

     
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