How To Invest In Our Portfolio

SERVICES

The Quantara Managed Investment Account Service (MIAS) is currently available for investment by individuals, trusts, companies and Self Managed Superannuation Funds. 

Direct investment into the fund is provided under General Advice only.

This means that we have not made specific recommendations for you to invest in the Quantara Managed Investment Account Service – and therefore you should consider whether this investment is right for you.

You can invest in the fund with the following steps

1) Reading our Product Disclosure Statement (PDS).

2) Reading the Target Market Determination (TMD) for more information about the MIAS to assist you with your investment decision.

3) Read our Financial Services Guide (FSG).

4) Completing our Interactive Application Form and sending it back to us along with the required supporting documents such as your ID and Tax File Number.

5) Our Responsible Entity, Primary Securities, will then open an investment account for you through Interactive Brokers, and then we will manage your your account in accordance to our strategy.