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Invest

As Responsible Entity, Copia Investment Partners manages the administration and client servicing for your investment. Any correspondence you receive relating to your investment will be from Copia. Before you invest in a Copia fund you must read the relevant Product Disclosure Statement and Target Market Determinations. It is important that if you are considering investing in any financial products and services referred to on this website, you determine whether the relevant investment is suitable for your needs, objectives and financial circumstances. 

How would you like to invest?

Apply Online

Investing online takes as little as 10 minutes

Download Form

Complete a paper-based application form

Platform

Our funds are available on a wide range of platforms

Assistance

If you have any questions about the investment process, or require assistance completing your application, please contact our friendly Client Services Team.

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Copia Client Services

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9am to 5pm 

Victorian business days

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P  1800 442 129 (free call within Australia)

P  +61 3 9602 3199

E  clientservices@copiapartners.com.au

Invest Online: Apply Now

Click on the Fund to start the investment process

Download Application Form

Click on the button below to download the relevant PDF form

Platforms

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Governance |  Privacy Policy | Terms & Conditions | Complaints

DISCLAIMER 

This website provides information to help investors and their advisers assess the merits of investing in financial products. We strongly advise investors and their advisers to read information memoranda and product disclosure statements carefully. The information on this website does not constitute personal advice and does not take into account your investment objectives, financial situation or needs. It is therefore important that if you are considering investing in any financial products and services referred to on this website, you determine whether the relevant investment is suitable for your needs, objectives and financial circumstances. You should also consider seeking independent financial advice, particularly on taxation, retirement planning and investment risk tolerance before making an investment decision.

© 2023 Vertium Asset Management

The rating issued October 2021 APIR OPS1827AU is published by Lonsec Research Pty Ltd ABN 11 151 658 561 AFSL 421 445 (Lonsec). Ratings are general advice only, and have been prepared without taking account of your objectives, financial situation or needs. Consider your personal circumstances, read the product disclosure statement and seek independent financial advice before investing. The rating is not a recommendation to purchase, sell or hold any product. Past performance information is not indicative of future performance. Ratings are subject to change without notice and Lonsec assumes no obligation to update. Lonsec uses objective criteria and receives a fee from the Fund Manager. Visit lonsec.com.au for ratings information and to access the full report. © 2022 Lonsec. All rights reserved.

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The Zenith Investment Partners (ABN 27 103 132 672, AFS Licence 226872) (“Zenith”) rating (assigned APIR OPS1827AU May 2024) referred to in this piece is limited to “General Advice” (s766B Corporations Act 2001) for Wholesale clients only. This advice has been prepared without taking into account the objectives, financial situation or needs of any individual, including target markets of financial products, where applicable, and is subject to change at any time without prior notice. It is not a specific recommendation to purchase, sell or hold the relevant product(s). Investors should seek independent financial advice before making an investment decision and should consider the appropriateness of this advice in light of their own objectives, financial situation and needs. Investors should obtain a copy of, and consider the PDS or offer document before making any decision and refer to the full Zenith Product Assessment available on the Zenith website. Past performance is not an indication of future performance. Zenith usually charges the product issuer, fund manager or related party to conduct Product Assessments. Full details regarding Zenith’s methodology, ratings definitions and regulatory compliance are available on our Product Assessments and at http://www.zenithpartners.com.au/RegulatoryGuidelines

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