Investment Options

Orion offers the following investment options: Orion Leaders (ASX 100) A portfolio selected from the largest 100 listed companies Orion Concentrated A more concentrated portfolio of Australian Shares. Orion Australian Shares (ASX 300) A broad based portfolio of Australian Shares Orion Discovery (Small Companies) A portfolio primarily selected from smaller companies outside the largest 100 listed companies Orion Absolute Return Hedge Fund - The Sirius Fund - offered by Orion Sirius A diversified portfolio including Australian and offshore shares and interest bearing securities. Investment Products The above investment options can be accessed via the following products: Segregated Mandates For clients with a minimum investment of AUD $50 million. Wholesale Funds Wholesale pooled funds are also available for clients with a minimum investment of AUD $500,000 - these are: Orion Leaders Fund (ASX 100) Orion Australian Share Fund (ASX 300) Orion Discovery Fund (Small Companies) Sirius Fund (Absolute Return Hedge Fund) To view the Product Features of these funds, please click here For more information on these funds, please click here to go to our Product Disclosure Statements page. Retail Funds Orion also provides retail clients with the opportunity to benefit from Orion's investment management expertise. Orion Australian Share Fund is managed by Orion and invested in a similar manner to our broadbased institutional Australian Shares (ASX 300) portfolio. Challenger Financial Services is the Responsible Entity of this Fund. For more information and for the Product Disclosure Statement, please visit www.challenger.com.au or call 1800 621 009. Wholesale Funds Product Features The Orion Discovery Fund and the Orion Australian Share Fund were launched in July 2003, and the Orion Leaders Fund in July 2006. These funds provide investors with an opportunity to invest in portfolios of either small or large companies, or from a portfolio that is derived from stocks across the whole Australian market. The Sirius Fund was launched in July 2011. Orion's multi-manager approach means that a combination of four investment managers contribute to the make-up of the portfolios. The approach ensures high conviction in the stocks selected, as well as diversification of both risk and return. Orion actively manages portfolios according to our bottom-up, research driven style. The stock selection process focuses heavily on each company's profit growth, return on equity and valuation relative to the rest of the market. For more information on these funds, please click here to go to our Product Disclosure Statements page.

IMPORTANT INFORMATION

Treasury Group Investment Services Limited (TIS) is the issuer and responsible entity of the Orion Australian Share Fund, Orion Discovery Fund, Orion Leaders Fund, Trilogy Global Equities Fund, Trilogy Concentrated Global Equities Fund, Trilogy Emerging Markets Equities Fund, and the Sirius Fund. TIS has appointed the investment staff of Orion Asset Management Limited (Orion) and Orion Sirius Pty Limited (Orion Sirius) to manage the investments of these funds and as authorised representatives to provide general financial product advice in relation to these funds. TIS will be responsible for the conduct of Orion staff in their capacity as authorised representatives of TIS.

Applications can only be made on the form in the current product disclosure statements for the Orion Australian Share Fund, Orion Discovery Fund, Orion Leaders Fund, Trilogy Global Equities Fund, Trilogy Concentrated Global Equities Fund and the Trilogy Emerging Markets Equities Fund, dated 21st June 2011 and the Sirius Fund, dated 7th July 2011. The product disclosure statements are available on this website or by contacting Orion. Potential investors should consider the product disclosure statements before deciding whether to invest, or continue to invest, in these funds.

Orion receives an investment management fee based on the amount invested in the fund in return for managing the Orion Australian Share Fund, Orion Discovery Fund, Orion Leaders Fund, Trilogy Global Equities Fund, Trilogy Concentrated Global Equities Fund and the Trilogy Emerging Markets Equities Fund. Orion sirius receives an investment management fee based upon the amount invested in the Sirius Fund. See the Product Disclosure Statements for more details.

TIS and Orion employees, authorised representatives and directors are paid a salary. They are not paid any commissions but may be paid a bonus based on the performance of the individual, TIS or Orion.

While the information contained on this website has been prepared with all reasonable care, Orion Asset Management Limited, Orion Sirius Pty Limited and Treasury Group Investment Services Limited accepts no responsibility or liability for any errors, omissions or misstatements however caused. This information is not personal advice. This information has been prepared without taking account of your objectives, financial situation or needs.

TIS may be contacted by writing to level 5, 50 Margaret Street, Sydney, NSW 2000, by fax (02) 8243 0410 or by telephone (02) 8243 0400.

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