The Product Disclosure Statement
(PDS) contains everything you need
to know, from investment options and
the investment process to application
and direct debit forms.

Order a copy by filling out the form or
download the PDF

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Getting started - How to invest

It’s easy to invest with ME Investment Funds, just follow these simple steps:

1. Read the Product Disclosure Statement

Order or download the Product Disclosure Statement (PDS).

2. Consider your investment objectives, goals and risk tolerance

Read about understanding and managing risk

We recommend that you seek financial advice to determine which investment options are suited to your needs.

3. Choose your investment

We offer a choice of 7 diverse funds. You can choose to invest in a single fund or a mix of funds.

4. Choose investment option

Choose one or both options:

One off investment option:

Make a single investment in one of more funds
The minimum first investment amount is $1,000 per fund.
The minimum amount for additional investments is $500 per fund.

Regular investment / direct debit option:

Make regular investments in one or more funds
You can start investing with no intial investment balance and a minimum amount of just $80 per month, which will be drawn via direct debit from your nominated bank account.
You can vary or stop your regular monthly investments at any time, provided a minimum balance of $1,000 is maintained in each ME Investment Fund you have chosen.

5. Complete the application form

Complete the application form, which you'll find at the back of the Product Disclosure Statement (PDS):

Ensure that the form is fully completed. If you have any questions, please call us on 1300 655 286.
Enclose a cheque payable to 'Members Equity Investment Funds', and/or fill out a direct debit form (also available in the PDS) if you want us to draw the amount from your nominated bank account.
Mail the form(s) and cheque to:
ME Investment Funds
Locked Bag 200
Carlton South VIC 3053

6. What happens next?

Upon receipt of your application, we will confirm you investment in writing.

Please Note: When you invest in ME Investment Funds, you buy units. We divide the amount you invest by the next determined application price in order to calculate the number of units to be allocated to you.