Fundlater
Fundlater

Target Market Determinations

What’s a target market determination?

A Target Market Determination is a document which describes a group of retail clients (the target market) for whom a product is likely to be appropriate or consistent with their likely objectives, financial situation and needs, plus any conditions around how the product can be distributed.
It also describes the events or circumstances where we may need to review the Target Market Determination for a financial product.

Why does InvestSMART need to have target market determinations?

We’re required to have Target Market Determinations under the Treasury Laws Amendment (Design and Distribution Obligations and Product Intervention Powers) Act 2019.
This is to make sure we’re keeping members at the centre of our approach to the design and distribution of our financial products.

Target market determinations

InvestSMART Products

InvestSMART Fundlater View PDF version
InvestSMART Professionally Managed Accounts View PDF version

Intelligent Investor Products

Intelligent Investor Australian Equity Income Fund (ASX: INIF) View PDF version
Intelligent Investor Ethical Share Fund (ASX: INES) View PDF version
Intelligent Investor Australian Equity Growth Fund (ASX: IIGF) View PDF version
Intelligent Investor Select Value Share Fund (ASX: IISV) View PDF version

Eureka Report Products

Eureka Asset-backed Loan Fund View PDF version