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How can I view my unit balance?

Updated yesterday

You will login to the share registry, Automic to view your investment balance and details.

If you have an existing account, you can login to Automic here.

If you don’t have a login with Automic, go here to register.

When registering your holdings with Automic:

  • Search for the fund and enter X as the issuer/ company name

  • Enter your SRN

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