Who can Invest?

PFM Funds are currently limited to Wholesale and Sophisticated investors.

Wholesale investors are those defined by the Australian Corporations Act as having a minimum of $2.5m in net assets or an income of $250,000 pa.

Sophisticated investors are investors who may not meet the Wholesale Investor requirements, but who have experience in the financial services sector, land development and in particular, property investments. Sophisticated investors could be property investors in their own right, town planners, engineers, financial advisors, or accountants.

Minimum Investment: $100,000.