Get the free RARE Infrastructure Value Fund - Unhedged

RARE Infrastructure Value Fund Unhedged ARSON 150 677 017 AIR TGP0034AU Product Disclosure Statement Issue Number 1 Dated 30 May 2011 Treasury Group Investment Services Limited Responsible Entity

How to fill out rare infrastructure value fund

How to fill out rare infrastructure value fund:

1. Begin by gathering all necessary documents, including your identification, income statements, and any other documentation required by the fund.
2. Research and understand the investment objectives and strategies of the rare infrastructure value fund. This will help you determine if it aligns with your financial goals.
3. Contact the fund manager or visit their website to obtain the necessary forms to fill out. These forms typically include an application form, a risk assessment questionnaire, and a statement of investment objectives.
4. Carefully read and complete each section of the application form. Provide accurate information and double-check all details to avoid any errors.
5. Fill out the risk assessment questionnaire honestly, as this will help the fund assess your risk tolerance and determine the most suitable investment options for you.
6. Specify your investment objectives in the statement of investment objectives section. Be clear about your financial goals, time horizons, and any specific preferences you may have regarding asset allocation or sector preferences.
7. Once you have completed all the required forms, review them thoroughly to ensure accuracy and completeness.
8. Gather any supporting documentation required, such as income statements or proof of identification, and submit them along with the forms to the fund manager. Follow the provided instructions on how to submit the forms, whether it be through mail, email, or an online portal.
9. Wait for confirmation from the fund manager that your application has been received and processed. This may take some time, so be patient and follow up if necessary.

Who needs rare infrastructure value fund:

1. Investors seeking exposure to infrastructure projects and assets. Rare infrastructure value funds typically invest in assets such as energy, utilities, transportation, and communication, offering diversification and potential stable income.
2. Individuals looking for long-term capital appreciation. Infrastructure investments are often considered for their potential to provide stable and consistent returns over time, making them suitable for investors with long-term investment horizons.
3. Those seeking a balance between growth and income. Rare infrastructure value funds often combine income-generating assets with the potential for capital appreciation, appealing to investors seeking a balance between current income and future growth.
4. Investors looking to diversify their portfolios. Infrastructure investments can provide diversification benefits as they have historically exhibited low correlation with traditional asset classes such as stocks and bonds.
5. Individuals interested in sustainable investing. Rare infrastructure value funds often prioritize sustainable and socially responsible investments, appealing to investors who want to align their investments with their values.

Overall, individuals who are comfortable with the risks associated with infrastructure investments and are seeking long-term growth, income, diversification, and sustainability may find rare infrastructure value funds suitable for their investment needs.

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