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Reports

Our reports centre gives you quick access to your investor information to produce standard reports and to download data to build your own reports.

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Generating reports
Distribution schedule

Distribution schedule

The distribution schedule report lists the number of security holders holding an amount of securities with a pre-defined unit held range.

Unit movement

Unit movement

The unit movement report displays a list of investors who hold shares in a chosen security or set of securities, ranked by investment size at a selected date range.

Top investors

Top investors

The top investors report gives a holistic view of your investor details or the top 20 holders as at your chosen date.

Investor comparison

Investor comparison

The investor comparison report generates a list of investors showing holdings at an initial date and one or more comparison dates along with the percentage change between those dates.