How to invest

The Loomis Sayles Global Equity Fund provides Australian investors a fundamentally driven portfolio of best global equity ideas with an integrated approach to risk management.

The Fund can currently be accessed via the following platforms:

  • Asgard
  • BT
  • BT Panorama
  • HUB24
  • Netwealth
  • Powerwrap
  • MLC Wrap
  • MLC Navigator
  • Macquarie Wrap (IDPS and Super)

To invest directly, please read the information below.

Before you start

If you are interested in investing in one of our products we recommend you speak to your financial adviser. Your financial adviser can provide guidance based on your financial needs to determine whether an investment is suitable.

To invest in the Fund directly, please read the Financial Services Guide and follow the steps below. Please contact us if you have any questions.

The minimum initial investment in the Funds directly is A$50,000. Additional investments must be for a minimum of A$5,000.

New investors

Step 1: Read the PDS & Investment Guide

If you are interested in investing directly with us it is important that you read & consider both the Investment Guide together with the Product Disclosure Statement (PDS) carefully before deciding whether to invest and before lodging an application for units in the Fund to ensure you understand how the Fund works and the risks involved.

Please note that this document forms part of the PDS and needs to be referred to in conjunction with the PDS.

Step 2: Complete the Application Form

To proceed, please complete the application form either electronically or in print in accordance with the instructions in “Completing the Application Form” (page 2) and provide the supporting identification documents required for your application, as required under the Anti-Money Laundering and Counter Terrorism Financing Act 2006 of Australia.

Please complete the FATCA form if you fall under FATCA – Foreign Account Tax Compliance Act:

Step 3: Send

Please print and provide all relevant identification documents as indicated duly certified. We cannot accept applications without these documents.

Please send the completed form to:

RBC Investor Services Trust – Registry Operations

GPO Box 4471 Sydney NSW 2001 Australia

Step 4: Transfer

For payment by cheque:

Cheques should be made payable to:

RBC IS AN IML Apps a/c <Name of Investor> and sent together with the completed application form to:

RBC Investor Services Trust – Registry Operations

GPO Box 4471
Sydney NSW 2001

For payment by direct credit:

Payment should be credited to the following account:

Bank: ANZ Banking Group

BSB: 012-003

Account Name: RBC IS AN IML Apps a/c

<Name of Investor>

Account Number: 837 194 679

Existing investors

Additional Investment

An additional investment may be made at any time. The minimum additional investment amount is $5,000.

For additional investments, complete the Additional Investment Form which is found above. We will also accept a completed application form or a written instruction. Additional application requests and cleared application monies must be received before 3.00pm (or 4.00pm where applicable) AEST on a Business Day in Sydney, Australia to be processed with the unit price calculated for that Business Day. A buy-sell spread will apply. You can send your additional application request by mail or facsimile to +61 2 8262 5492.

Additional Forms

Continuous Disclosure & Regulatory Notices

Click here for details.

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