Now Trading: Loomis Sayles Global Equity Fund (Quoted Managed Fund) ASX:LSGE Find out more

View Your Investment

View your investment on the Client Portal.

To request access to the Client Portal, please complete the Change of Details Form.

Financial advisers can request access by emailing Please provide your full name, practice name, licensee, email address, and mobile phone number. The email address must be an individual email address and not a group or administration email.

Additional Investment

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

Additional Investment Form


For additional investments, complete the Additional Investment Form. We will also accept a completed Application Form or a written instruction.

Additional application requests and cleared application monies must be received before 4:00pm Australian Eastern Standard Time (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. Additional application requests can be sent by mail or by fax to 1300 714 616.

PDS and Other Forms

Download a copy of our PDS

Read our Investment Guide

To change your contact details, complete the Change of Details Form.

To make a redemption, complete the Redemption Form.

Continuous Disclosure & Regulatory Notices

Click here for details.

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