How to invest

How to apply for unlisted funds

Step 1

To invest in our funds, please read the relevant Product Disclosure Statement (PDS) of the chosen fund, together with its accompanying Product Guide found below.

APN AREIT Fund PDS and Product Guide
APN Asian REIT Fund PDS and Product Guide
APN Property for Income Fund PDS and Product Guide
APN Property for Income Fund No. 2 PDS and Product Guide

Step 2 – choose one of the two following options: 

1.  Complete the Application Form and send to us at:

PO Box 18011,
Melbourne Collins Street East
Victoria 8003 Australia

For help in completing the Application Form, please contact our Investor Services team on 1800 996 456 (International + 61 3 8656 1000) between 8.30am – 5.30pm (AEST) weekdays

OR

2.   You can purchase units in the APN AREIT Fund or APN Asian REIT Fund, in the same way that you purchase direct shares via the mFund Settlement Service. No application form is required when purchasing units through this platform. It’s important to check whether your existing broker is an mFund participant or to find out more, please click here.

How to apply for an additional investment - unlisted funds

Additional investments in the above funds can be made by any of the following options:

BPay
Use your BPay details unique to your unit holding. BPay details are noted on your initial transaction confirmation statement or you can contact Investor Services on 1800 996 456  to confirm your details. No Application Form is required.

Direct Debit

Complete section 2 of the Application Form – ‘Investment details’ found on page 1 of the Application Form located in the relevant Product Disclosure Statement (PDS). Fill out your additional investment amount and complete the Direct Debit Request Form on page 8 in the forms section of the PDS. Please record your investor number on each page.

Electronic Funds Transfer
Complete section 2 of the Application Form – ‘Investment details’ found on page 1 of the Application Form located in the relevant PDS. Fill out your additional investment amount and credit funds to the relevant fund bank account which is noted in section 5 ‘How to pay application money to us’ located on page 3 of the Application Form. Please provide your name as a reference and record your investor number on page 1 of the Application Form.

Cheque
Complete section 2 of the Application Form – ‘Investment details’ found on page 1 of the Application Form  located in the relevant PDS. Fill out your additional investment amount and make the cheque payable to ‘APN FM Application Monies Trust Account’. Please record your investor number on this page.

Post any documents to:

PO Box 18011,
Melbourne Collins Street East
Victoria 8003 Australia

How to apply for listed funds

Investors can acquire units in APN’s listed funds* via the Australian Securities Exchange (ASX).

Units in the APN Regional Property Fund can be purchased via the National Stock Exchange (NSX code: APR).

We recommend investors seek financial advice from a licensed financial adviser or stockbroker before investing. The Australian Securities and Investments Commission (ASIC) provides helpful information, guidelines and a variety of resources to assist you in obtaining the right advice through their consumer website www.fido.gov.au.

* Industria REIT (ASX code: IDR); Convenience Retail REIT (ASX code: CRR); and APN Property Group Limited (ASX code: APD).