Equity Fund

The Wentworth Williamson Fund was founded to deliver strong returns, by investing in companies listed on the ASX with a value, contrarian investment style.

The application process

View Information Memorandum

You can submit an application to Wentworth Williamson online.

The digital form will guide you through all information required. To get started, please click on the link below.

Complete the application form below, send the completed application form and transfer your application monies.

Note: To comply with Australia’s anti-money laundering/counter-terrorism financing (AML/CTF) legislation, we must collect certain investor identification documents for all new investors.

Equity Fund Application Form

We offer several methods for finalising your application.

  • Fax: Fax your original signed application form to 1300 288 664.
  • Email: ww.accounts@automicgroup.com.au
  • Post: Post your original signed application form and required identification evidence to the Fund Registrar: Wentworth Williamson, C/- Automic Group, GPO Box 5193, SYDNEY NSW 2001

An application is not considered complete until both the completed application form and funds have been received by the administrator. Please note that the Trustee has absolute discretion to accept or reject any application.

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