Managed Investments

September 29, 2020

Change of Investment Managers – Investment Growth Funds

This Continuous Disclosure Notice provides important information to investors and updates the PDS for the Investment Growth Funds.
September 24, 2020
Friends enjoying whisky

Managing cash assets during economic uncertainties

On financial challenges and his top tips for choosing an investment: Read the interview with Business Development Manager Adam Douglas.
July 17, 2020

Rates explained

An analysis on current RBA cash rates and considerations by our Senior Investment Manager when assessing the current fund portfolios.
July 7, 2020

Change of Management Fee – TPT At Call Fund

This notice advises investors of a temporary 25 basis point rebate on the management fee for the TPT At Call Fund (ARSN 093 458 336) from 1.00% p.a. (+ GST) to 0.75% p.a. (+ GST) which is effective from 25 May 2020 for a period of 90 days.
July 6, 2020

Easy and convenient access to your investments

Getting an immediate overview of your investments in real time can be a great benefit when assessing your financial strategy.
June 30, 2020

Notice of Termination – TPT Equity Fund (ARSN 090 694 456)

Following an extensive review, we have made the decision to terminate the TPT Equity Fund (ARSN 090 694 456) (Fund), effective as at 30 September 2020 (Termination Date).
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