Accessing your investment information online

We’re committed to keeping our investors updated on our activities, and providing them with easy access to information about their investment.

As a fund investor, this section gives you access to:

  • Distributions
    Information on when you will receive your distribution and current and historical distribution information.
  • Tax information
    Information you may need to complete your tax return including how to access your annual tax statement, distribution breakdown and MIT notices for non-residents and custodians.
  • Investor Login
    A facility for you to gain access to individual information held by our unit registry, Boardroom, and change certain registered information.
  • Frequently Asked Questions
    Provides you with general questions and answers about your investment.

 

Go online and go green to help the environment

As part of our sustainability initiatives, we encourage our investors to elect to receive their notification of our investor communications electronically.

Why go online?

You’ll receive information more promptly, and have the convenience and security associated with electronic delivery.

There are also significant cost savings. And above all, this is a responsible and environment-friendly option.

We make our distribution statements and annual taxation statements all available online. This ensures we are providing you with information you need in the fastest, most cost-effective manner possible, while also reducing our environmental impact. Because the security and privacy of your details are critical, you can access these through the Investor Online portal, rather than receiving attached documents by email.

Go green and register for online services today >

Contact

Registry (fund administration) - Boardroom

For enquiries regarding your personal holding in a fund. This includes account balances, unit price and distribution enquiries, requesting a statement, changing contact details and assistance with investor online facilities. Please have your investor number (as shown on your distribution statements) ready to quote.