Overview at your fingertips
View investment status
Check your current investment holdings at a glance right after your login.
Download recent statements
No more searching for emails with digital statements. Self-serve whenever you need your recent monthly statement.
View transactions earlier
Before the next monthly statement is available, you can see your most recent transactions on screen.
For the active investor that likes getting involved
Switch between funds
Wanting to move your investment into a different fund? Arrange for this change in the portal.
Top up your investment
Would you like to initiate additional contributions to a current investment? The investor portal makes it easy.
Ready to redeem?
No need for printing redemption forms, scanning and emailing your instructions. Save yourself some time and apply for redemptions online.
NOT YET AN INVESTOR?
First time using the investor portal?
Need your username?
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1300 138 044
Our Multi-Factor-Authentication and secure encryption makes the investor portal more private than a statement letter sent to your home.
Independent from opening hours, your information is readily accessible. You can easily view recent transactions and request trades online.
WHY INVEST IN A MANAGED FUND
Managed Investment Funds are an option for both experienced investors and also those who are dipping their toe in the water and just starting out. Income funds aim at providing investment returns at competitive variable rates while generating income paid monthly in the form of a distribution to the investors. Growth funds seek potentially higher average investment returns over the long term.
However, it is vital that you understand the risks associated with Managed Investment Funds, as they are not like a bank deposit or term deposit and have a completely different risk profile. It is essential that you read the relevant Product Disclosure Statement PDS as well as other documentation before deciding to invest.