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How to Invest

For Investors (with a minimum $50,000) investing, via PDS, into the following managed investment funds by direct application:

Omega Global Government Bond Fund APIR Code: WHT0022AU
Omega Global Corporate Bond Fund APIR Code: WHT0023AU

Before investing, you may wish to:

  1. Ask your financial planner or advisor.
    Financial planners or advisors take into account your particular investment objectives, financial circumstances or needs. They can also assist with the paperwork to get your investment working for you faster. For a list of planners in your area check the Financial Planning Association (FPA) website www.fpa.asn.au or the Association of Financial Advisers (AFA) website www.afa.asn.au , or call the FPA on 1800 626 393 or the AFA on 1800 656 0099.
  2. Invest directly with Omega by filling out an application form attached to a current Product Disclosure Statement (PDS)

Downloads

Please click here to download Omega Investment Series PDS

If you have any queries regarding the application form in the PDS, please refer to the 'How to Invest' pages in the PDS or contact: 

Erica Hall - Manager Institutional Sales
BH +613 8689 9560
Mobile 0413 759 303
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George Vassos - Managing Director
BH +613 8689 9550
Mobile 0413 756 947
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This is general information only and is not intended to provide advice to any particular investor, nor take into account an individual's investment objectives, circumstances or needs. The value of an investment can rise and fall and past performance is not indicative of future performance. Decisions to acquire or continue to hold Omega Investment products should only be made after considering the information contained in a current Product Disclosure Statement (PDS) available from Omega. Applications to invest will only be accepted if made on an application form attached to a current PDS. The Responsibility Entity of the Omega Investment Series is WHTM Capital Management Limited ABN 29 082 494 362 AFSL Number 238371