Direct investment

To invest directly in any of our funds, follow these simple steps.

NEW INVESTORS

  1. Read the relevant fund PDS, accompanying Reference Guide/Additional Information Booklet (which includes application cut-off times) and Target Market Determination (TMD) thoroughly. All documents can be located here.
  2. Submit application form online or complete an application form and send to Apex Fund Services Unit Registry. Ensure that you complete all relevant sections. Please note the minimum investment amount that applies. Include all supporting identification documentation and initial investment amount
  3. For further information, refer to the section ‘How to apply’ in the relevant PDS, this includes all the payment options for your initial investment amount.

EXISTING SGH OR DMP INVESTORS

  1. Read the relevant fund PDS, accompanying Reference Guide/Additional Information Booklet (which includes application cut-off times) and Target Market Determination (TMD). All documents can be located here.
  2. Complete additional investment form and send to Apex Fund Services Unit Registry.
  3. If using BPAY® no form is required. BPAY® Biller Codes can be located here. You will need your Customer Reference Number (CRN) which you received from Apex Fund Services.

APEX FUND SERVICES

Apex provide unit registry services including the processing of applications, redemptions and distributions as well as the maintenance of unit holder records and online access for SGH/DMP funds.

Apex Fund Services – Unit Registry GPO Box 4968 Sydney NSW 2001
T: 1300 133 451
F: 02 9251 3525
E: SGHinvestorservices@apexgroup.com

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FORMS

If you need to update your Investor details or make an additional investment, download the appropriate form:

 

Change of details form Additional investment form Additional investment form - SGH Australian Small Companies Fund and SGH Ex-20 Australian Equities Fund Redemption request form

SG Hiscock Property Fund and SG Hiscock Property Opportunities Fund

NEW INVESTORS

  1. Read the relevant fund PDS, accompanying additional information booklet (which includes application cut-off times) and Target Market Determination (TMD) thoroughly.
  2. Complete an application form ensuring that you complete all relevant sections. Please note the minimum investment amount that applies.
  3. Send your completed application form to Fidante Partners. Include all supporting identification documentation and initial investment amount.
  4. For further information, refer to the section ‘How to apply’ in the relevant PDS, this includes all the payment options for your initial investment amount.

EXISTING INVESTORS

  1. Read the relevant fund PDS, accompanying additional information booklet (which includes application cut-off times) and Target Market Determination (TMD). 
  2. Complete the application form, following the existing investor instructions.
  3. Send your completed application form to Fidante Partners with your additional investment amount.

Fidante Partners

Fidante Partners provide unit registry services including the processing of applications, redemptions and distributions as well as the maintenance of unit holder records and online access for the SG Hiscock Property Fund and SG Hiscock Property Opportunities Fund.

Fidante Partners Reply Paid 86049 Sydney NSW 2001
T: 13 51 53
F: 02 9994 6666
E: info@fidante.com.au

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