How to Invest

The Somerset Global Fund is open to wholesale investors as defined by the Australian Corporations Act 2001.

The minimum initial investment is A$500,000, unless otherwise approved by the Investment Manager.

The Fund is a Unit Trust and is open to applications at the end of each month.

New investors should read the Fund’s Information Memorandum which sets out how the fund works and its fees and costs.

Investors who meet the fund’s minimum initial investment amount automatically qualify as wholesale investors, and therefore do not require an accountant’s certificate.