Changes to the Antipodes Global SMID Fund (ARSN 654 913 309 APIR WHT1464AU)
22 September 2025
Antipodes Global SMID Fund – Change of Registry
Please be advised that the Antipodes Global SMID Fund (ARSN 654 913 309) (the Fund) has transitioned unit registry services from Citigroup Pty Ltd to Automic Pty Ltd on 22 September 2025.
The following sets out the changes that have taken effect:
Investor Number | You should have received a communication on the date of transition advising your new Investor Number and instructions on how to access the secure online investor portal. Effective 22 September 2025, you are required to use your new Investor Number for any transactions (including applications, redemptions and changes of details). |
Investor forms | Updated investor forms are available on the Fund’s webpage. If transacting via paper form, please ensure you submit instructions to the updated postal address and transfer funds to the new bank account. To ensure all forms are processed promptly, please use the latest versions available on the Fund’s webpage. |
Investor portal | The most efficient method of transacting is via Automic’s online Investor Portal, as it eliminates the need for paper documentation and processing delays. |
Registry bank details | Once you have received your new Investor Number, please login into Automic’s Investor Portal and view the new banking details and update your records accordingly. |
Processing of applications | Applications and monies sent to our old registry will be accepted until 3 October 2025, however processing times will be slowed. Applications made using the old forms will not be accepted after 3 October 2025. |
Registry postal address | Effective 22 September 2025, the new registry contact details are: Antipodes c/- Automic Group GPO Box 5193 Sydney NSW 2001 antipodes@automicgroup.com.au |
Product disclosure statement (PDS) | The Fund’s PDS is updated to reflect the registry change however, there will be no change to the investment strategy or risk profile of the Fund. |
If you have any questions about this change, please contact Pinnacle during business hours on 1300 010 311 or via email at service@pinnacleinvestment.com
21 July 2025
Changes to the Fund name and investment guidelines for the Antipodes Global SMID Fund
Please note the following changes took effect from 21 July 2025 for the Antipodes Global SMID Fund (the Fund):
| Current | New (from 21 July 2025) | |
|---|---|---|
| Fund Name | Antipodes Global Opportunties Fund | Antipodes Global SMID Fund |
| Investment Guidelines | Derivative use is subject to the specific restrictions that such instruments cannot be used to gear portfolio exposure and that the underlying effective face value is limited to 10% of the net asset value of the Fund (unless used to manage currency risk). |
If you have any questions please contact our Client Services Team by email invest@antipodes.com or by phone on 1300 010 311.