Invest

Your investment journey to long term wealth creation

Initial Investment

The minimum initial investment amount for the Fund is $25,000.

To make your initial investment, please complete the Initial Investment Application Form and mail the original with supporting documentation required to our Fund Administrator. Funds to be transferred in accordance with requirements and deadlines as described in the PDS.

Additional Investment

Additional investments may be made in minimum increments of $5,000.

To make an additional investment, please complete an Additional Investment Request Form and mail or email to our Fund Administrator. Funds to be transferred in accordance with requirements and deadlines as described in the PDS.

Withdrawal

The minimum withdrawal amount is $10,000 and is subject to maintaining a minimum balance in the Fund of $25,000.

To make a withdrawal, please complete the Withdrawal Request Form provided in the PDS and mail or email to our Fund Administrator. Funds to be paid in accordance with requirements and deadlines as described in the PDS.

Support

If you require assistance with completing the application or withdrawal forms, please contact our Fund Administrator, Link Fund Solutions (formerly White Outsourcing), on +61 2 9547 4311 or email LFS_registry@linkgroup.com.