Key changes to the Integrated MAPS PDS from 1 April 2026

We would like to inform you that the below key changes were made to the Product Disclosure Statement (PDS) of the Integrated Managed Account Portfolio Service (MAPS) on 1 April 2026.

Capitalised terms used in this document have the same meaning as in the MAPS PDS.

The key changes include, but are not limited to, the following:

  1. Updated disclosure of fees and costs – While there have been no changes to the fee structure that applies to MAPS, our estimates of certain fees and costs have been updated following our latest review to ensure that they accurately reflect the costs of managing the scheme.
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  2. Enhancements to certain portfolio investment objectives – Enhancements have been made to the investment objectives of the MAPS Risk Targeted 5 Portfolio, MAPS Risk Targeted 7 Portfolio and MAPS Risk Targeted 9 Portfolio to provide further clarification. Importantly, there have been no changes to the way in which these three (3) portfolios are being managed. 
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    These enhancements to investment objectives are set out in the table below:
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  3. Changes to certain benchmark disclosure – Changes have been made to the benchmark disclosure of the MAPS Risk Targeted 5 Portfolio, MAPS Risk Targeted 7 Portfolio and MAPS Risk Targeted 9 Portfolio.
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    The changes to benchmark disclosure are set out in the table below:
  4. .Removal of terminated MAPS private markets portfolio disclosureGiven the following three (3) private markets portfolios were terminated in December 2025, all relevant disclosure in relation to these portfolios has been removed from the PDS:
  • MAPS Real Assets Portfolio;
  • MAPS Real Assets Cash Holding Portfolio; and
  • MAPS Real Assets Risk Targeted Holding Portfolio.

For more information on the termination of the above portfolios, please refer to the Continuous Disclosure Notices for these portfolios dated 17 December 2025 on the Atrium website.

Full details of the above changes can be found in the updated MAPS PDS. As always, we recommend that you read this document carefully, along with the Target Market Determination (TMD), to understand the main benefits and risks of investing in MAPS, along with other features of the scheme.

You can view and download the updated MAPS PDS here.

 

Key changes to the MAPS TMD from 1 April 2026

A Target Market Determination (TMD) is a document which describes the type of investor who may be suitable for a particular financial product (the target market).

A TMD includes the following information:

  • Which type of investor is likely to buy the product, including their ability to meet their financial obligations and endure financial loss;
  • Who can distribute the product; and
  • Situations when the product and the target market may need to be reviewed.

It is important that you understand that a TMD does not replace disclosure documents such as the relevant PDS for the product. You should, therefore, continue to refer to, and read in its entirety, the relevant PDS before deciding whether to acquire the product.

Have there been any key changes made to the MAPS TMD?

The MAPS TMD has been updated to include additional attributes to align it with the Financial Services Council (FSC) standard template.

The MAPS TMD has been re-issued in tandem with the MAPS PDS.

You can view and download the MAPS TMD here.

 

Queries

If you have any queries relating to the information provided in this notice, please contact Atrium via:

Telephone: (02) 9248 8090

Email: investors@atriuminvest.com.au

Website: www.atriuminvest.com.au

Disclaimer: This notice contains general information only and is not intended to provide you with financial advice. This notice has been prepared without taking into account your objectives, financial situation or needs. In no circumstances is the information to be used by a potential client for the purposes of making a decision about a financial product or class of products. You should consider whether the information is suitable for your circumstances, and we recommend that you seek professional advice. Past performance is not a reliable indicator of future performance. Future performance and return of capital are not guaranteed. To the extent permitted by law, no liability is accepted for any loss or damage as a result of any reliance on this information. Investors should consider the MAPS Product Disclosure Statement (PDS) and Target Market Determination (TMD) before making any decision concerning an investment in MAPS.

Important Information

The information in this website is intended to be general information only and has been prepared without taking into account your objectives, financial situation or needs. You should obtain and consider the relevant Product Disclosure Statement (PDS) and Target Market Determination (TMD) before making a decision about whether to acquire or continue to hold any financial product. Copies of the relevant PDS and TMD are available on our website www.atriuminvest.com.au, or can be obtained from your financial adviser or our Client Investment Services team at investors@atriuminvest.com.au. Past performance is not an indication of future performance.

Following recent amendments to the Corporations Act 2001 (Cth), where you have provided us with your email address, we will now send notices of meetings, other meeting-related documents and annual financial reports (each a “Communication”) to you electronically unless you elect to receive these in physical form and notify us of this election.

You have the right to elect whether to receive some or all of these Communications in electronic or physical form and the right to elect not to receive annual financial reports at all. You also have the right to elect to receive a single specified Communication on an ad hoc basis, in an electronic or physical form.

© 2026 Atrium Investment Management Pty Ltd (ABN 17 137 088 745, AFSL 338634). All rights reserved.

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