Investment options

CBG Australian Equities Fund
The CBG Australian Equities Fund is available to retail investors with a financial adviser. If you don’t have an adviser, click here to let us help you find one.

Monthly Report

Product Disclosure Statement (Including Application Form)

Reference Guide

Ratings

CBG Australian Equities Fund (Wholesale)
This fund is available to investors who meet the Corporations Act definition of a wholesale investor.
Please contact us at enquiries@cbgam.com.au for further information.

Information Memorandum (Including Application Form)

CBG Capital
CBG Capital is our listed investment company, with ASX code CBC. The portfolio is managed in essentially the same way as the CBG Australian Equities Fund, but with shares in the company able to be bought and sold on the ASX. This product may be of particular interest for investors with a focus on dividends, given the advantages of a listed investment company structure for the management of dividends. For further information please visit the dedicated website at: www.cbgcapital.com.au

The information provided on this webpage and the rest of cbgam.com.au is intended for general use only. The information presented does not take into account the investment objectives, financial situation and advisory needs of any particular person nor does the information provided constitute investment advice. Under no circumstances should investments be based solely on the information herein. Please consider our Information Memorandum, Product Disclosure Statement and Financial Services Guide before investing in one of our products. Past performance is no guarantee of future returns.