# Investment Details & Reports

### Overview

CTRLSuper provides deep transparency for every asset in your portfolio. You can track the entire lifecycle of an investment—from the moment you commit funds to the distribution of returns—and access official legal documentation.

### Steps

#### 1. Select an Investment

From the **Portfolio** dashboard, scroll to **Your Active Investments** and click on the specific asset you wish to review.

#### 2. Review Financials and Timelines

Once inside the investment view, select the **Financials** tab. This screen provides a chronological timeline of the asset:

* **Investment Timeline:** Tracks events such as 'Investment Created', 'Payment Confirmed', and 'Distribution Received'.
* **Returns:** Compare **Expected Returns** (targets) against **Actual Returns** (realised performance).
* **Net Position:** View your current Return on Investment (ROI) percentage.

<figure><img src="/files/CYLu3lNRU0ktJgWSE6Q1" alt=""><figcaption></figcaption></figure>

#### 3. Access Documents and Reports

Click the **Documents** tab to access legal and reporting files.

* **Offering Documents:** Download the Information Memorandum (IM) or Product Disclosure Statement (PDS).
* **Reports:** Click to generate and download an **Investment Statement**. This will create a PDF report detailing your position.

<figure><img src="/files/HapPKAKIjctXYoHdlxP0" alt=""><figcaption></figcaption></figure>

#### 4. Check Investor Updates

Scroll down to the **Investor Updates** section. Here you will find direct communications and engagement letters from the investment manager regarding the progress of the fund or asset.

### What Happens Next

Any reports generated will open as a PDF, which you can save for your records or share with your accountant or financial advisor.

{% hint style="success" %}
Check the **Financials** tab regularly to see when royalty payments or distributions have been successfully deposited into your account.
{% endhint %}

### Need Help?

If you run into any issues, contact the CTRLSuper support team at <support@ctrlsuper.com.au>.


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