Auto Re-Invest uses the cash returns generated from your holding to purchase more units in the fund. This strategy allows investors to compound their returns over time by accumulating more units, which in turn pay distributions that will be reinvested.

Investing this way consistently over a period of time can be an effective way to grow your capital wealth.

How do you turn it on?

1. Login to your Jasper account here

2. Click "My Portfolio" and navigate to the relevant holding in your portfolio, i.e. the Industrial Income Plus Fund

3. On the right side of your screen, you will see a "settings" window where you can turn on Auto Reinvest.

By clicking the Auto Reinvest toggle in this window, all future cash distributions will be automatically reinvested into additional units in the underlying fund, on the date that the distribution is paid.

  • Units are issued at the latest unit offer price, the price will be stated in the setting window.

  • The number of whole units issued is based on the total investment amount and unit price. Any leftover funds will remain in the Jasper NZD Wallet.

  • If there are no units available for reinvestment, investor distributions will remain in their Jasper NZD wallet

  • When new units become available for reinvestment, Jasper will let investors know via email.

4. Keep track of transactions related to Auto Reinvest using your NZD Wallet

You can keep track of all incoming and outgoing transactions, including distributions, and the reinvestment of those distributions using Auto Reinvest. To do this simply navigate to the "My Portfolio" tab, and click on the "NZD Wallet" holding.

If you have any questions regarding Auto Reinvest, please contact your Account Manager directly or email [email protected].

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