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How to Invest
Existing Investor
Lakehouse Global Growth Fund
Additional investments are accepted through BPAY or Electronic Funds Transfer (EFT)
BPAY Details as follows
Lakehouse Global Growth Fund Biller Code: 276428
BPAY® Customer Reference Number (CRN): the CRN is separate from your investor profile ID or account number and can be located in the Investor Portal, the initial application confirmation or by contacting our Registry Team on 1300 133 451.
Existing investors who add to their investment via BPAY® do NOT need to fill out an Additional Investment Form. Units will be automatically allocated to your portfolio once our Registry team receives your funds. A confirmation letter will be sent via email or post 2 business days after all units are settled.
Important Information:
- Minimal additional investment of AUD $1,000
- Unit price is updated daily
- Applications must be received and reconciled by 2pm (Sydney time), with late submissions allocated on the next business day.
- BPAY® transactions may take a few business days to clear
BSB and Account Details as follows
Lakehouse Global Growth Fund BSB: 082-401
Lakehouse Global Growth Fund Account Number: 26 072 9818
Existing investors who add to their investment via an Electronic Funds Transfer ARE required to fill out an 'Additional Investment Form' and email it to registry@apexgroup.com. Units will be automatically allocated to your portfolio once our Registry team receives both your completed form and funds. A confirmation letter will be sent via email or post 2 business days after all units are settled.
Important Information:
- Minimal additional investment of AUD $1,000
- Unit price is updated daily
- Applications must be received and reconciled by 2pm (Sydney time), with late submissions allocated on the next business day.
Lakehouse Small Companies Fund
Additional investments are accepted through BPAY or Electronic Funds Transfer (EFT)
BPAY Details as follows
Lakehouse Small Companies Fund Biller Code: 261305
BPAY® Customer Reference Number (CRN): the CRN is separate from your investor profile ID or account number and can be located in the Investor Portal, the initial application confirmation or by contacting our Registry Team on 1300 133 451.
Existing investors who add to their investment via BPAY® do NOT need to fill out an Additional Investment Form. Units will be automatically allocated to your portfolio once our Registry team receives your funds. A confirmation letter will be sent via email or post 2 business days after all units are settled.
Important Information:
- Minimal additional investment of AUD $1,000
- Unit price is updated weekly
- Applications must be received and reconciled by 2pm Wednesday (Sydney time), with late submissions allocated on the following Wednesday.
- BPAY® transactions may take a few business days to clear
BSB and Account Details as follows
Lakehouse Small Companies Fund BSB: 082-401
Lakehouse Small Companies Fund Account Number: 26 028 8768
Existing investors who add to their investment via an Electronic Funds Transfer ARE required to fill out an 'Additional Investment Form' and email it to registry@apexgroup.com. Units will be automatically allocated to your portfolio once our Registry team receives both your completed form and funds. A confirmation letter will be sent via email or post 2 business days after all units are settled.
Important Information
- Minimal additional investment of AUD $1,000
- Unit price is updated weekly
- Applications must be received and reconciled by 2pm Wednesday (Sydney time), with late submissions allocated on the following Wednesday.
New Investor
Lakehouse Global Growth Fund
Applications can be accepted through direct investment or via an approved platform.
Access to our online application form below.
Online application portal link
Important Information:
- Minimal investment of AUD $25,000
- Unit price is updated daily
- Applications must be received and reconciled by 2pm (Sydney time), with late submissions allocated on the next business day.
- BPAY® transactions may take a few business days to clear.
Access to our online application form below
Investments in the Lakehouse Global Growth Fund are available through the following third-party platforms (APIR: OMF1140 AU): HUB24, Netwealth, Macquarie Wrap, Ausmaq, Praemium, Powerwrap, Mason Stevens, Wealth O2, Aegis NZ and OneVue.
Lakehouse Small Companies Fund
Applications can be accepted through a direct investment only.
Access to our online application form below.
Online application portal link
Important Information:
- Minimal investment of AUD $25,000
- Unit price is updated weekly
- Applications must be received and reconciled by 2pm Wednesday (Sydney time), with late submissions allocated on the following Wednesday.
- BPAY® transactions may take a few business days to clear.
