HOW To INVEST
HOW TO INVEST
Follow the below steps to open an account in our public Australian strategies.
STEP 1: Complete Application
Follow the prompts to complete your application online or contact us for a copy of the paper application form.
STEP 2: Transfer Funds
Once the application has been completed you will be issued with instructions on how to fund your account.
If you make the payment by Electronic Funds Transfer (ETF), remember to quote your unique reference number as the payment reference.
Alternatively, you can complete this direct debit form, giving us once-off authority to withdraw the funds from your account.
Please note all transfers must be a minimum of $1,000.
STEP 3: Investment Confirmation
Due to the nature of a managed fund, it takes 3 business days from receipt of your initial investment for our registry, Apex Fund Services, to unitise your funds and provide access to a secure investor portal.
For further information you can speak to our Fund Administration Team on 1300 133 451 from Monday to Friday, between 9am and 6pm AEST.
Additional Investments
Additional applications/investments can be made using the payment details provided in the initial application.
If you make the payment by Electronic Funds Transfer (ETF), you will need to complete an additional application form and send a scanned copy to registry@apexgroup.com. Remember to quote your unique reference number as the payment reference.
If you make payment via BPay, you are not required to submit an accompanying instruction.
You will receive formal notification by email once your funds have been unitised. This can take 3 business days.
| Fund | Biller Code |
|---|---|
| Smarter Money Fund | 228 049 |
| Coolabah Short Term Income Fund | 239 160 |
| Coolabah Floating-Rate High Yield Fund | 407 320 |
| Coolabah Global Floating-Rate High Yield Fund | 463 935 |
| Smarter Money Long-Short Credit Fund | 313 718 |
| Coolabah Long-Short Opportunities Fund | 385 096 |
| Coolabah Active Composite Bond Complex ETF | 355 172 |
| Coolabah Active Global Bond Fund | 452 813 |
| Coolabah Active Sovereign Bond Fund - Zero Duration Class | 427 070 |
| Coolabah Active Sovereign Bond Fund - Long Duration Class | 426 981 |
- MANAGED FUNDS
- Smarter Money Fund
- Coolabah Short Term Income Fund
- Coolabah Floating-Rate High Yield Fund
- Coolabah Global Floating-Rate High Yield Fund
- Smarter Money Long-Short Credit Fund
- Coolabah Long-Short Opportunities Fund
- Coolabah Active Composite Bond Complex ETF
- Coolabah Active Global Bond Fund
- Coolabah Active Sovereign Bond Strategy
- USD Strategies
AUSTRALIA
SYDNEY
Level 3, 1 Bligh Street, Sydney NSW 2000
MELBOURNE
Level 38, South Tower, 80 Collins Street, Melbourne VIC 3000
UNITED KINGDOM
LONDON
Second Floor, 28 Austin Friars, London EC2N 2QQ
NEW ZEALAND
AUCKLAND
Level 17, 1 Albert Street
Auckland CBD, Auckland 1010