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Frequently Asked Questions
How do I add to my existing investment?
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.
How do I make a withdrawal?
How often are distributions paid?
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.
How do I access my fund statements?
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.