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Forms and Documents

If a PDF is not available or you cannot find the information you are looking for please contact us or call 0800 628 246.

Client Forms and Documents

Product Disclosure Statements

Product Disclosure Statement PDF (2.1 MB)

Annual report and financial statement

Annual Report FYE 2026 PDF (149 KB)

Annual Report FYE 2025 PDF (160 KB)

Annual Report FYE 2024 PDF (161 KB)

Annual Report FYE 2023 PDF (160 KB)

Financial Statements PDF (1.3 MB)

PIE information

Guide to PIE PDF (151 KB)

PIR Flow Diagram PDF (102 KB)

Advantages of PIE PDF (124 KB)

Governing Documents

Statement of Investment Policy and Objectives PDF (845 KB)

Deed of Amendment and Restatement of Master Unit Trust Deed PDF (1023 KB)

Deed of Amendment and Restatement Establishment Deed PDF (606 KB)

How to invest in Octagon funds

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