How to invest

Investor Centre

How to invest

How to invest in the Atrium Evolution Series – Diversified Fund

Who can invest?

Individuals can invest in the Atrium Evolution Series – Diversified Fund in one of two ways. Individuals can invest via an investment administration service known as a platform or wrap account. Some of the industry-leading platforms and wrap accounts that provide access to Atrium’s products include BT Panorama, Macquarie Wrap and AMP MyNorth.

Individuals who qualify as a wholesale investor can invest directly with Atrium. Specific requirements must be met to qualify as a wholesale investor. If you are unsure whether you qualify, please speak to your financial adviser.

How to make a direct investment?

(For wholesale and current investors only)

Read the relevant Product Disclosure Statement for the fund.

Complete the Initial Application Form (Wholesale Investors only) and the identification forms for your investor type. You can download identification forms and forms for additional applications, withdrawals, and change of details from this page.

Post your completed forms to the address below, and either enclose a cheque or send funds by electronic funds transfer (EFT):

Atrium – Registry Services
GPO Box 804
Melbourne VIC 3001

Cheques should be made payable to:
“Atrium Funds – Application A/C” and should accompany the application form. Cheques should be crossed “Not Negotiable”. Please include investor name and address on the back of the cheque.

Payment by EFT should be made to:
Bank: National Australia Bank
Account name: The Trust Company (RE Services) Limited as Responsible Entity for – Atrium – Application Account
BSB: 082-057
Account number: 30 951 6937
Reference: Investor Name and Fund Name (as applicable)

Investor Enquiries

Tel: 1300 759 050 (within Australia) or +61 2 9248 8090 (international).
email: investors@atriuminvest.com.au

Other Important Information

Direct Debit Request Service Agreement
Before making investments by direct debit, you must read and accept the terms and conditions of the Direct Debit Request Service Agreement.

Continuous Disclosure and Updates
Read the latest important information about the Fund.

Unit Prices

When you invest money or redeem an investment, we calculate the number of units you buy, or the amount of the redemption, based on the applicable unit price. The unit price for each class of units is calculated at the close of business on the last Sydney Business Day of each week. That means all redemption requests, completed applications and payments must be received before 4pm on the second last Business Day of the week to be issued at the unit price for that week.

To find out more, call your financial adviser or contact us:

Atrium Investment Management Pty Ltd
Level 9, 10 Spring Street, Sydney, NSW 2000
GPO Box 1193, Sydney NSW 2001

T: 1300 759 050 (within Australia) or +61 2 9248 8090 (international)
F: 02 9248 8010

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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