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Library

Welcome to our library

You can access a range of multimedia resources that guide and inform you about our business and the investment funds we operate.

PDS and forms

Product Disclosure Statements for each of our funds and customer identification verification forms.

Fund Profiles

Monthly snapshots of each fund's key performance information, strategy and distribution history.

Quarterly Review

Brief quarterly update for Professional Selection investors on market and economic conditions, investment returns and contributors to fund performance.

Investor Update

Brief quarterly update for Personal Choice investors on market and economic conditions, investment returns and contributors to fund performance.

Annual Reports

Annual financial reports for each of our investment funds to 30 June 2009.

Taxation Statement Guide

The Taxation Statement Guide contains easy to follow instructions on how to transfer information from your 2009 Annual Taxation Statement into your 2009 income tax return.