Savana’s Active ETFs are exchange-traded funds that are actively managed using Savana’s proprietary algorithmic investment process. Unlike traditional passive ETFs that simply track an index, Savana’s Active ETFs seek to outperform the market by identifying undervalued opportunities based on Collective Intelligence principles and advanced data science application. Our fund is listed on the ASX and can be bought or sold like any share, offering investors liquidity, transparency and simplicity.

You can invest in Savana’s ETFs directly through your online trading account or stockbroker, just as you would when buying shares. Simply search for the fund’s ASX ticker code (SVNP for the Savana US Small Caps Active ETF) and place a buy order.

There is no minimum investment amount set by Savana. However, the minimum parcel size is determined by your broker or trading platform - typically one unit or $500 for most online brokers.

A Holder Identification Number (HIN) is assigned when purchasing units through a broker, while a Securityholder Reference Number (SRN) is provided when acquiring units directly. Both allow you to view and manage your holdings securely.

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HINs begin with 'X', SRNs with 'I', and both are followed by a series of numbers. For confidentiality, your SRN is partially concealed on statements after the first. If there's any uncertainty regarding these identifiers, the unit registry or your broker should be your point of contact.

Yes. You will receive a trade confirmation from your broker or trading platform at the time of purchase, and the unit registry will subsequently issue a holding statement confirming your ownership details (SRN or HIN).

You can sell your ETF units at any time through your broker or online trading platform in the same way you bought them. Units are traded on the ASX, and Savana’s market maker ensures availability and liquidity during normal market hours.

Distributions are paid semi-annually, typically in June and December, based on the income and realised gains generated by the Fund during the period. Distributions are paid via reinvestment in the Fund, unless the investor elects to have them credited directly to their nominated bank account. The amount of each distribution will vary depending on the Fund’s performance and portfolio activity.

You can connect with Apex Fund Services, our unit registry, using the following contact details:

Telephone: 1300 127 780 / +61 2 8259 8566 / 0800 787 621 (NZ)

Email: registry@apexgroup.com

Address: GPO Box 143, Sydney NSW 2001

For additional questions not covered here, we welcome you to reach out at enquiries@savana.ai.