New investors

To start investing with Fortlake Asset Management, follow these steps:

Step 1

Read the product disclosure statement (PDS) or the Information Memorandum (IM) and any other additional information relating to the product you intend to invest in. Please click on the relevant link below to access the fund documents.

Fortlake Real-Income Fund and Real-Higher Income Fund PDS
Fortlake Sigma Opportunities Fund IM
Fortlake Sigma Opportunities Fund (Cayman USD) PPM
Fortlake Sigma Opportunities Fund (Cayman USD) Subscription Agreement

Step 2

Complete application form

Apply now - Fortlake Real-Income Fund and Real-Higher Income Fund
Apply now – Fortlake Sigma Opportunities Fund
Apply now - PPM - Fortlake Sigma Opportunities Fund (Cayman USD)
Apply now - Subscription - Fortlake Sigma Opportunities Fund (Cayman USD)
Fortlake Wholesale Client Certificate.

Required for Sigma Opportunities Fund only.

Step 3

Submit your application form

New applications

Send completed application forms to:
[email protected]

Any questions?

If you have any questions or need help completing your application, please call us from 9:00am to 5:00pm (AEST) weekdays, on 1300 110 344 or email us at [email protected]