Armytage Strategic Opportunities Fund – Retail Class PDS
Armytage Strategic Opportunities Fund – Wholesale Class PDS
Armytage Reference Guide for PDS
Before investing in the Armytage funds, you should carefully read the Product Disclosure Statement (PDS). This document contains important information regarding the funds. Download a copy of the PDS from our site or contact us for a hard copy to be mailed to you.
Applying for units
You can acquire units by completing the Application form that accompanies the PDS or by making an application through the mFund settlement service by placing an order for units with your licensed broker. The minimum initial investment amount for the Fund is $15,000.
Please sign and date where indicated and forward all pages of the application form to the following address:
Mainstream Fund Services Pty Ltd
Attn: Client Services Registry Team
GPO Box 4968
Sydney, NSW 2001
Fax: (02) 9251 3525 Email: firstname.lastname@example.org
Payment for your application may be made by cheque, electronic funds transfer or direct debit . If paying by cheque, please forward with your application form to the above address. Should you wish to remit funds via electronic funds transfer (ETF) or direct debit, please refer to the application form in the PDS.
Making additional investments
You can make additional investments into the Fund at any time by sending us your additional investment amount via ETF or direct debit together with a completed Application form or by making an application through mFund. Minimum additional investment is $5,000.
You can also invest via BPAY at any time without the need to complete an additional application form.
- Biller Code for Armytage Strategic Opportunities Fund is 349860
- Customer Reference Number (CRN) will be given to you after your initial application
Financial Advisers Access to the Armytage Australian funds is also available via the following platforms:
Armytage Australian Equity Income Fund
- Wealth Trac
Armytage Strategic Opportunities Fund