Key Documents
PDS, TMD & forms
Global Equities Strategy — PDS
PDS · PDF
Combined Target Market Determinations
TMD · PDF
Individual & joint application form
Form · PDF
Company / trust application form
Form · PDF
Withdrawal form
Form · PDF
Invest
Access the investor portal, apply online, or find the documents, distribution history and disclosures for every Bern Capital Venture strategy.
Registered institutional investors can log in to view active strategy mandates, transaction records, and capital liquidity.
Log in to PortalNew institutional partners can submit an onboarding mandate application directly online for rapid root verification.
Start Online ApplicationBern Capital Venture strategies are accessible through major global custodian platforms and segregated accounts.
Contact Institutional TeamBern Capital Venture strategies are reviewed by independent research houses. Current ratings are available on request or via each strategy's fund profile on major platforms.
Illustrative distribution figures. Refer to your official investor statement for actual distribution amounts.
| Period | Global Equities | Asia Opportunities | Japan Fund | European Fund |
|---|---|---|---|---|
| Q2 2026 | 1.8% | 1.2% | 1.5% | 1.6% |
| Q1 2026 | 1.6% | 1.4% | 1.3% | 1.4% |
| Q4 2025 | 2.1% | 1.1% | 1.7% | 1.8% |
| Q3 2025 | 1.5% | 1.3% | 1.2% | 1.5% |
18 Jul 2026
Quarterly portfolio disclosure — Q2 2026 published
02 Jun 2026
Update to Target Market Determination — Technology & Innovation Fund
14 Apr 2026
Change of custodian for Asia Opportunities Strategy
Minimum investments vary by strategy and are set out in each fund's Product Disclosure Statement, typically starting from a modest initial amount for direct investors.
Most Bern Capital Venture strategies distribute quarterly, though timing and frequency can vary — refer to the relevant PDS for specifics.
Yes. Bern Capital Venture strategies are available directly, through a financial adviser, or via most major investment platforms.
Registered investors can download annual tax statements from the investor portal once available, usually after the end of the financial year.