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How to Invest Managed Funds

Our funds are available either directly, in which case units in the Fund are issued to you, or indirectly through a Platform. Indirect investors should complete the application forms provided by the Platform operator.

New investors should follow the Step by Step Guide below. 

Existing investors making an additional application should complete the Additional Investment Form for our active1 or indexed/enhanced2 funds, available under the Quick Links section below.



Step by Step Guide

If investing in our funds directly you need to complete the following steps:

*We may also require further information from you from time to time to comply with our obligations under the Anti-Money Laundering and Counter Terrorism Financing Act 2006 (AML/CTF Act) (including information about a holder of units in a fund, any beneficial interest in the securities, or the source of funds used to invest).

More Information

If you have questions you can email or contact us at 1300 382 689.