You can fund your investment by:
Please first complete an application form.
To add more to a fund you already invest in…
Simply make a BPAY payment using your BPAY reference number (contact us if you’re not sure what it is), and the biller code for the fund:
To invest in a different fund, or to invest more by cheque…
We’ve created a new, simple one-page Managed Funds Additional Investment Application Form that you can send to us via email or post.
To be able to invest in our managed investments, the following outlines the minimum requirements:
|Starting investment with a Regular Investor Plan||$500|
|Additional investments (one-off payments)||$100|
|Monthly investment with a Regular Investor Plan||$100|
Investors with larger investments to make should consider our wholesale unit class.