How to Invest

You can apply for units within the K2 funds by following the below steps:

1. Read this PDS, including the Additional Information

2. Complete the application form and client identification form at the end of this document and
send them to the unit registry with cleared funds by 2.00pm on the Business Day on which you
wish to purchase units.

3. Receive confirmation of your investment via email or post and begin accessing your account
via our online portal.

Access & Availability

In addition to investing directly, the K2 Funds are available through Master Trust accounts and Wrap Platforms. Please refer to the table below for the full list:

Master Trust/Wrap Platform* K2 Asian Fund K2 Australian Fund K2 Select Fund
Asgard eWrap and Master Trusts
Permanent Trustee A/C AUSMAQ
Colonial First Wrap
BT Wrap and Super Wrap
E-Trade
Macquarie Wrap and Super Wrap
Simple Wrap
Netwealth Investment and Super
Navigator Premium Choice Invest and Super
Oasis - Wealthtrac  
MLC Wrap
MLC Masterkey  
AMP Wealthview E*Wrap  
AMP Personalised Portfolio    
AMP Flexible Super    
AMP Signature Super    
AMP Custom Super    

*Please note that in most cases the above names are for the main Master Trust/IDPS provider. There may be a badged offering/s behind these providers which may or may not offer all the funds mentioned.

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