Caruso gives investors the ability to list units for sale on the Secondary Market. Listings are created through the Investor Portal once your fund manager has enabled access.
Step 1: Create a Listing
Log in to your Investor Portal.
Go to the Portfolio tab at the top of your page.
In the Holdings table, select the relevant fund and click View.
Step 2: Complete the Sell Order Form
Click Sell at the top right of the fund’s detail page to initiate a sell order
Enter your asking price and the number of units you wish to sell
Click Review sell order to proceed
Carefully review all details, including:
Number of units
Your chosen investing entity
Any applicable fees
Click Confirm to submit the sell order, or Edit to make changes
Step 3: Manager Review and Listing Creation
Your sell order will be sent to your fund manager for review and confirmation
You will receive an email notification once your sell order has been received
The sell order will also be visible in the Orders tab
Once your fund manager accepts your request, a listing will be created on your behalf in the Secondary Market
You will receive another email notification confirming that your listing is active
To view all secondary market listings, go to the Trade tab in the Investor Portal.
Points to Remember
The Secondary Market for all funds is controlled by your fund manager. For questions about market availability or duration, please contact them directly.
All bids on your listing will be managed by your fund manager, who will keep you updated on next steps.
Disabling the Secondary Market removes all active listings for that fund.
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If you have any questions or need help at any stage, please contact your fund manager for support.