Governance

"There is no beauty without truth. There is no truth without transparency"

Carry Somers.

All the details you need to know

At Haven Wealth Partners we pride ourselves on being upfront and transparent with our investors. This section details all of the governance related information you need to know.

Product Disclosure Statement
(inc Application Form)

Product Disclosure Statement
(no Application)

Product Disclosure Statement
Reference Guide

Financial Services Guide

Ethics & Standards
Committee Charter

Proxy Voting Details

Stewardship and
Engagement Activities

Portfolio transparency

statement

Privacy Statement

Shari'ah Certification

HWP Portfolio Composition Statement

General Disclaimer:
In preparing this website, we did not take into account the investment objectives, financial situation or needs of any particular person. All opinions and estimates on this website constitute judgements of Haven Wealth Partners and are subject to change without notice. The information on this website is provided for general information purposes only, and is not to be construed as financial advice. Accordingly reliance should not be placed on this website as the basis for making an investment, financial or other decisions. Whilst every effort is taken to ensure the information on this website is accurate, its accuracy, reliability or completeness is not guaranteed. Equity Trustees Limited (“Equity Trustees”) ABN 46 004 031 298, AFSL 240975, is the responsible entity of Haven Wealth Partners (the Fund), and Haven Wealth Partners Pty Limited (ABN 94 648 812 640) is the investment manager of the Fund. A product disclosure statement (PDS) issued by Equity Trustees is available on the Fund's website. You should obtain and consider the PDS before deciding whether to acquire, or continue to hold, an interest in the Fund. Initial applications for units in the Fund can only be made pursuant to the application form attached located here.


Performance figures contained on this website are not necessarily indicative of future returns and should be used as a general guide only. Returns on investments necessarily are volatile and subject to change and likely to vary from year to year. These returns are likely to vary from year to year. Returns have been calculated using exit prices after taking into account all ongoing fees, and assuming reinvestment of distributions. No allowance has been made for taxation. Future returns may bear no relationship to the historical information displayed. Returns in the Fund can be particularly volatile in the short term and in some periods may be negative. Neither Equity Trustees or Haven Wealth Partners makes any guarantee or representation in regards to the performance of the Fund, nor specific rate of return to investors or the return of capital.