Welcome to the UBT Invest Australian Retail Credit Fund Online Application

About this fund

It is a legal requirement that all investors download and read the offer documents for the UBT Invest Australian Retail Credit Fund prior to proceeding.

This fund has two investment options - the minimum investment amounts for each option is:-

FundNew InvestorsExisting Investors
3 month units$1,000$1,000
12 month units$1,000$1,000

This fund is open to Retail investors in Australia only.

Target Market Determination

This product is likely to be appropriate for a consumer seeking capital preservation and income distribution to be used as a satellite/small allocation or a core component not exceeding 50% within a portfolio where the consumer has a short to medium investment timeframe, low risk/return profile and needs monthly access to capital (0.3% exit fee) or within the set term for their units (either 3 months or 12 months with no exit fee).

What do you want to do?

This online application process is powered by OLIVIA123. Please read the following before selecting which option suits your situation:

  • If you have previously started an online application for this fund and have not submitted it choose "Continue an existing application"
  • If you have previously used or registered for OLIVIA123 to start an online application for this or any other fund, choose "Login Now"
  • If you have not yet started an application, or not used or registered for OLIVIA123 before, choose "Start a new application"

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If you've started but not completed a previous application for this fund

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Start a new application
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