How to invest
Direct Investors
Before applying, please ensure you have read the relevant fund PDS or IM, accompanying Reference Guide/Additional Information Booklet (which includes application cut-off times) and Target Market Determination (TMD) thoroughly.
- Read the relevant fund PDS, accompanying Reference Guide/Additional Information Booklet (which includes application cut-off times) and Target Market Determination (TMD) thoroughly. All documents can be located under each fund on the Performance & Documents page.
- Submit application form online or complete an application form and send to Apex Fund Services Unit Registry. Ensure that you complete all relevant sections. Please note the minimum investment amount that applies. Include all supporting identification documentation and initial investment amount
- For further information, refer to the section ‘How to apply’ in the relevant PDS, this includes all the payment options for your initial investment amount.
- Read the relevant fund PDS, accompanying Reference Guide/Additional Information Booklet (which includes application cut-off times) and Target Market Determination (TMD). All documents can be found on the Performance & Documents page under each specific Fund.
- Complete additional investment form and send to Apex Fund Services Unit Registry.
- If using BPAY® no form is required. BPAY® Biller Codes can be located here. You will need your Customer Reference Number (CRN) which you received from Apex Fund Services.
Apex provide unit registry services including the processing of applications, redemptions and distributions as well as the maintenance of unit holder records and online access for SGH/DMP funds.
Apex Fund Services – Unit Registry GPO Box 4968 Sydney NSW 2001
T: 1300 133 451
F: 02 9251 3525
E: SGHinvestorservices@apexgroup.com
New Investors
Click below for the online application form for all SGH funds.
Click below for the online application form for the SGH Australian Small Companies Fund
Download the application form below.
Existing Investors - Additional Investment
Download the additional Investment form below.
When using BPAY® you will need to refer to your Customer Reference Number (CRN) provided by Apex Fund Services. There is no form required.
SGH Individual Portfolios
For more information about SGH Individual Portfolios, our private wealth management services, and enquiries relating to Catholic Values Trust and Income Trust, please contact our Individual Portfolios specialists:
David Doolan or Fiona Hilbert
P: 03 9981 3300
E: individualportfolios@sghiscock.com.au
If you are an existing client and would like to make changes to your account or require ongoing support, please contact our Client Service Team:
SGH Platform Access
SGH Unit Registry Services
Apex Fund Services provide unit registry services including the processing of applications, redemptions and distributions as well as the maintenance of unit holder records and online access for SGH funds.
Apex Fund Services – Unit Registry
GPO Box 4968
Sydney NSW 2001
P: 1300 133 451
F: 02 9251 3525
E: SGHinvestorservices@apexgroup.com
Financial Advisers please login to APEX Fund Services here
Forms
If you need to update your Investor details or make an additional investment, download the appropriate form:
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