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 PDS
Fortlake Real-Higher Income Fund PDS
Fortlake Sigma Opportunities Fund IM
Fortlake Real Opportunities Fund IM

Step 2

Complete application form

Apply online
Apply now PDF application

Required for all funds.

Fortlake Wholesale Client Certificate.

Required for Sigma Opportunities Fund and Real Opportunities Fund only.

Step 3

Submit your application form

Online applications

You will be sent an email confirming commencement of your application,
your completion pin to validate your application and a resume application link,
should you save and stop your session.

Paper 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]