How To Invest

You have two options when investing with us

  • Invest a minimum lump sum of AUD 10,000
  • and/or
  • Start a regular savings plan with a minimum monthly contribution of AUD 500

Opening your account & making your first investment

You can open your account by following these steps:

More information on investing with us

The Fund’s PDS and Information Booklet include more information about investing with us. Please read these documents carefully. If you are unsure about the suitability of the Fund for your financial goals, please contact your financial adviser before investing.

Investing through your broker may be a convenient option

You may also be able to invest in the Fund by instructing your broker and using the ASX’s mFund Settlement Service. Please contact your broker for further information.

Contacting us

Our client services team is available to help you if you have any questions about investing with us. Please call us on 1300 804 804 or send an email to clientservices.au@orbis.com


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