Skip to main content

How Investors Can Redeem Units

How to redeem units in the Investor Portal

Written by Cyran Castelino

The Investor Portal allows you to submit redemption requests directly to your fund manager. Follow the steps below to complete your request.


Step 1: Find the Fund on Your Portfolio

  • Log in to the Investor Portal. Your Portfolio page shows your holdings across every investing entity you have access to.

  • If you hold units through more than one investing entity, use the Investing Entity filter (or search) to find the right holding. For more detail, see How to Filter Your Portfolio by Investing Entity.

  • Click View details next to the holding you wish to redeem units from.


Step 2: Start a Redemption Request

  • On the holding's details page, click Redeem.


Step 3: Enter Redemption Details

  • In the redemption request modal, enter the number of units you wish to redeem

  • Review the order value carefully to ensure all details are correct

  • Click Confirm to submit your redemption request


What Happens Next

  • You can track the progress of your request in the Orders view.

  • Your fund manager will review your application and may contact you for more information or to discuss next steps


If you have any questions or need help at any stage, please contact your fund manager for support.

Did this answer your question?