Access Your Information

Access performance data, manage your account, and explore options to grow your position with the Investor Portal. Click "Portal Login" to access.

Managing Investments

Investment Portal Explained

The SOGIF Investor Portal gives you secure, real-time 24/7 access to the information and tools you need to stay across your investment.

What You Can Do

View your current unit balance and unit pricing
Track fund performance, distributions, and key metrics
Manage your Distribution Reinvestment Plan
Update your personal and banking details
Submit additional investment or redemption requests
Access your statements and tax documentation

Growth Options

Ways to Build Your Position

SOGIF offers two structured pathways to grow your investment over time. Both are optional, flexible, and designed to complement your financial strategy.

Automatic Investment

Consistent contributions smooths your entry price over time, turning disciplined reinvestment into long-term growth.

Automatic Investment Guide

Dollar-Cost Averaging

By investing a fixed amount at regular intervals, you naturally acquire more units when prices are lower and fewer when prices are higher. Over time, this smooths out the effect of short-term market fluctuations on your average entry price.

Regular Contributions

Set a recurring monthly contribution to steadily increase your unit holding. Automatic investments are processed at the prevailing issue price on the nominated date, with no additional application paperwork required.

Flexible & Adjustable

You choose the amount. Contributions can be paused, increased, or stopped by contacting us.

Outcome

Potentially growing returns through regular, disciplined contributions.

Distribution Reinvestment

Reinvested income acquires additional units, turning quarterly distributions into compounding capital.

Distribution Reinvestment Guide

Potential Compounding Returns

Rather than receiving quarterly distributions as cash, you can elect to reinvest them back into the fund. Each distribution purchases additional units at the prevailing issue price, potentially growing your holding without requiring new capital.

Opt In or Out Anytime

Distribution reinvestment is entirely optional. You can elect to participate during the application process or change your preference at any time by notifying the fund administrator. There is no penalty for switching between cash distributions and reinvestment.

Tax Considerations

Reinvested distributions are treated as assessable income for tax purposes in the same way as cash distributions. The fund provides annual tax statements detailing all distributions, whether paid in cash or reinvested, to assist with your tax reporting obligations.

Outcome

Potential compounding returns through reinvested distributions.

Policies & Disclosures

View the policies that dictate your investment options, and the disclosures that we update regularly to inform our investors and comply with regulations.

View Disclosures