Direct investment
To invest directly in any of our funds, follow these simple steps.
NEW INVESTORS
- 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 under each fund on the Performance & Documents page.
- 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
- 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
- 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 found on the Performance & Documents page under each specific Fund.
- Complete additional investment form and send to Apex Fund Services Unit Registry.
- 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
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