Investments

Product Disclosure Statement

New Investor Application Form

Platform Investors – Key Terms

Target Market Determinations

Financial Services Guide

Fund Constitution

Monthly Portfolio Report

Key Fact Sheet

Fund Fact Sheet

Fund Half Year Report

Fund Annual Report

12 Month Term Account Quarterly Update

4 Year Account - Quarterly Report

Change of Bank Account Details

Direct Debit Request

Withdrawal Request

Regular Access Request

Transfer of Investment

Third Party Access Request

FACTA & CRS Details

Appointment of Financial Adviser

Request to Change Financial Adviser

Information Memorandum

Fund Annual Report

New Investor Application Form (Class A)

FATCA & CRS Form

Monthly Fund Profile (Class A)

Quarterly Brochure (Class A)

Snapshot & Metrics (Class A)

Withdrawal Request

Distribution Notices

Fund Annual Report

FACTA & CRS Form

Product Disclosure Statement

Target Market Determinations

Adviser Product Fact Sheet

Monthly Fund Profile (Class B)

Quarterly Brochure (Class B)

Snapshot & Metrics (Class B)

Withdrawal Request

Distribution Notices

Board Member Profiles

Board Skills Matrix

Board Charter

Corporate Governance Statement

Anti Corruption Compliance Policy

Code of Conduct

Whistleblower Policy

Continuous Disclosure Policy

Privacy Policy

Security Trading Policy

AFSL Conflicts Policy

Board Audit & Risk Committee Charter

Product Disclosure Statement

Target Market Determinations

Distribution Reinvestment Plan

Distribution Schedule

ASX: LF1 Flyer

ASX: LF1 Brochure

Monthly Fund Profile

Distribution Notices

Off Market Buy-Back Booklet (March 2026 quarter)