Skip to main content

Go Paperless

Receive reports electronically, typically by e-mail.

Paper Reports

Notice - Receive a notice of the availability of the annual or semi-annual report. The notice will provide a website where you can view the reports.

Full Report - Receive the current paper annual or semi-annual report.

Customize how you receive eligible shareholder communications

3 steps to customize how you receive eligible shareholder communications

Important Information Important Information

New rules by the U.S. Securities and Exchange Commission (SEC) permit certain funds to mail you a notice of internet availability of your annual and semi-annual reports (beginning January 1, 2021) instead of a full paper report. This notice will provide a website address where you can view the full report.
If you wish to continue receiving full reports by mail, you must let us know by selecting the Full Report option under Paper Reports here.
There is no charge for shareholder reports. Both the notice of the report and a complete report by mail are free of charge.
Many investors now opt to go paperless and receive reports electronically, typically by e-mail. If you currently receive shareholder reports electronically, you will continue to receive them this way and no action is required.
Click PDF opens in new windowhere to learn how to read a mutual fund report.
Fundreports

Make your choice here - it's a simple three step process:

Step 1:

01245 67891 23456 78912

Step 2:

Please enter a valid unique ID
Please verify that you are not a robot.