HOW TO INVEST

How to invest.

Institutions and wholesalers

For institutional and wholesale investors our core strategies are offered as Individually Managed Accounts (IMA). Pooled unit trusts are also available. Alternatively we can work to tailor a product to best suit your requirements.

Family offices and High net worth

We offer pooled unit trusts for family offices and high net worth investors.

Self-Managed Super Funds and Individuals

SMSFs and individuals that are ASIC-qualified as “Professional” or “Sophisticated” Sigma offers there of its equity strategies as pooled unit trusted. The minimum investment in these pooled trusts is $0.5M. See http://asic.gov.au for detailed definitions of “Professional” and “Sophisticated”.

Retail investors

Smaller investors can access there of our equity strategies via the HUB24 investment platform. Investors will need to access these strategies via a Licensed Financial Planner. For details on HUB24 visit http://www.hub24.com.au/Invest.html.
Share by: