Investors

Forms

Frequently Asked Questions

By completing an Additional Application Form. You can also add to your investment online via the Investor Portal if you are registered and have completed the Investor Portal Access Form for enhanced functionality. The portal also provides BPAY details.

The minimum additional investment is $25,000.

By completing a Withdrawal Form. The minimum withdrawal request is $25,000.

The Fund aims to pay distributions each financial year, with the payment expected to be made within six weeks after 30 June.

Dividends will generally be reinvested in the Fund unless you instruct otherwise.

Your statements are emailed to you by the Administrator, Apex, however, you can also download your statements from the Investor Portal. If you haven’t already registered to the portal, you can do so via this website at the “Investor Portal” link at the top right hand corner of the page.

Access to the Investor Portal is via our website. If you are not already registered, please click here. Once registered, will have access to view your account details, statements and distributions. For enhanced functionality, which allows you to update your personal details and your distribution election, please click here.