How to Invest

New Investors

EGP Concentrated Value Fund is closed to new investors.


But keep an eye on the website as we will eventually assist in introducing new zero-fee fund managers to market.

Adding to Your Investment

Existing investors looking to increase their holding may do so by using the Application Form at the end of the Product Disclosure Statement.

Redeeming Your Investment

If you would like to redeem some or all of your investment, please contact us and we will assist.

You can redeem from your investment on a monthly basis.

EGP Concentrated Value Fund closed to new investors when it reached AU$50m under management. The fund will continue to accept investment from existing investors, but will close to all investment once it reaches AU$100m under management.

The fund currently oversees approximately AU$58m of assets.