How to Invest

Overview

Read the Product Disclosure Statement

Before investing please ensure you have read the Product Disclosure Statement (PDS).

Application Forms

Application forms are located on the last 3 pages of the Product Disclosure Statement.

Fund Access and 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 ARF	K2 Australian ARF	K2 Select Intl. ARF
Asgard eWrap and Master Trusts
AUSMAQ
First Wrap
BT Wrap & Super Wrap
E-Trade
Macquarie Wrap & Super Wrap
MLC Masterkey Custom (Invest & Super)
Navigator
Netwealth Investment & 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.

The following institutions offer margin lending arrangements into the K2 Funds:

For Australian Investors: Please note that K2 does not have a licence to provide advice to retail clients. K2 recommends you read the relevant product disclosure statement before making a decision to invest in K2. A 14-day “cooling off” regime is available to certain retail investors.