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

This information has been prepared and issued by Atrium Investment Management Pty Ltd (ABN 17 137 088 745, AFSL 338 634) (Atrium) as the investment manager of the Marketing Name: Atrium Evolution Risk Targeted Fund. Registered Name: Atrium Evolution Series – Diversified Fund (ARSN151 191 776), Integrated Managed Account Portfolio Service (ARSN 627 688 402) (MAPS) and the Colonial First State Separately Managed Account (ARSN 618 390 051) (CFS SMA).

The information is general information only and is not intended to provide you with financial advice and has been prepared without taking into account your objectives, financial situation or needs. You should consider the product disclosure statement (PDS), prior to making any investment decisions. The PDS and target market determination (TMD) can be obtained by visiting our website atriuminvest.com.au. If you require financial advice that takes into account your personal objectives, financial situation or needs, you should consult your licensed or authorised financial adviser. his information is only as current as the date indicated, and may be superseded by subsequent market events or for other reasons. To the extent permitted by law, no liability is accepted for any loss or damage as a result of any reliance on this information. All investments contain risk and may lose value.

The Trust Company (RE Services) Limited (ABN 45 003 278 831, AFSL 235150) is the Responsible Entity (RE) of the Atrium Evolution Series – Diversified Fund (ARSN 151 191 776), Integrated Managed Account Portfolio Service (ARSN 627 688 402) (MAPS), Atrium Enhanced Fixed Income Fund (ARSN 616 127112) and Atrium Alternatives Fund (ARSN 616 126 982). Investors should consider the PDS and TMD (available from Atrium’s website) before making any investment decisions.

Colonial First State Investments Limited (ABN 98 002 348 352, AFSL 232468 ) is the Responsible Entity (RE) of the Colonial First State Separately Managed Account (ARSN 618 390 051) (CFS SMA). Atrium is the portfolio manager of each of the aforementioned portfolios. Investors should consider the relevant offering document (Product Disclosure Statement (PDS) or Information Memorandum (IM) as appropriate), Target Market Determination (TMD) and other relevant information available from Atrium before making any investment decision. Investments in the CFS SMA are only available on CFS Edge. Investors should consider the PDS and TMD before making any investment decisions. Applications for a portfolio in the CFS SMA can only be made pursuant to the application form attached to the relevant PDS or Investor Directed Portfolio Service (IDPS) guide (CFS SMA Offer Documents). Please refer to the CFS SMA Offer Documents for important information concerning an investment in the CFS SMA.

You can only invest in MAPS through HUB24 Invest, an IDPS operated and administered by HUB24 Custodial Services Ltd (ABN 94 073 633 664, AFSL239122) (HUB24 Custodial Services), or through HUB24 Super, a super investment service offered through the HUB24 Super Fund (ABN 60 910 190 523, RSER1074659, USI 60 910 190 523 001) (‘Nominated Platform’ means either HUB24 Invest or HUB24 Super). HUB24 Custodial Services is the promoter of theHUB24 Super Fund and provides a range of services to the HUB24 Super Fund. Investors should consider the MAPS PDS and TMD (available from the Nominated Platform’s and Atrium’s website) before making any investment decision. Please refer to the disclosure documents for your Nominated Platform(available from your financial adviser or your Nominated Platform) together with the PDS for important information concerning an investment in MAPS.

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