Managed Funds – Product Disclosure Statements
- Step 1: Consider seeking financial advice to determine which investment solution(s) is/are right for you.
- Step 2: Read the relevant disclosure document(s) below in conjunction with the Investment Fund Updates.
- Step 3: Download and complete the Application Form.
- Step 4: Submit your completed application with your certified ID and transfer your initial investment amount.
Notice to unitholders regarding proposed changes to constitutions for AMIT
Morningstar intends to opt-in to the new Attribution Managed Investment Trust regime (AMIT Regime) from 1 July 2017.
Investment Fund Updates
We’ve updated the information in the Product Disclosure Statements.
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