Picking winners and when to sell
The rigorous stock selection process, and sell discipline, is a key part of how the Team delivers long-term...
How can I access previous disclosure documents and completed forms?
If you require a previous version of a form, PDS or Investment Guide please contact us.
How often are distributions paid?
The Fund will generally distribute annually at the end of June, if applicable. This website will display distribution details including cum, ex prices and cpu as well as a timetable for any current distributions.
Is the Fund a liquid investment?
It is our intention that the Fund is liquid. For the managed fund, you may withdraw part or all of your investment on a daily basis. However, should you wish to partially redeem your investment, your account balance cannot fall below the minimum of A$50,000. For the Active ETF , the units are traded on the ASX.
Can I access hard copy documents and forms?
Yes. Please contact us to request a hard copy and include your mailing address details.
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