How to Invest

To invest in our Funds, complete the following steps:

  1. Read the Jackson Square Funds Prospectus.
  2. If you are opening an IRA account, you must also read the Disclosure Statement & Custodial Account Agreement. Download the Disclosure Statement/Custodial Account Agreement (PDF)
  3. Complete and submit the appropriate application and for the type of account you would like to open.
  4. Three share classes available:

    Investor Class shares

    Investor Class shares are purchased with no upfront sales charge so the full amount of your purchase is invested in the Funds. Investor Class shares are subject to annual Distribution and Service (Rule 12b- 1) Fees of up to 0.25% of the average daily net assets of the Investor Class shares.

    Institutional Class shares

    Institutional Class shares are purchased with no upfront sales charge so the full amount of your purchase is invested in the Funds. Institutional Class shares are not subject to annual Distribution and Service (Rule 12b-1) Fees. The Institutional Class is generally limited to institutional investors and/or certain other designated individuals or programs at the discretion of the Adviser.

    IS Class shares

    IS Class shares are offered to certain investors, provided that these investors do not require the Funds or an affiliate of the Funds (including the Funds’ Adviser and any affiliate of the Adviser) to make or pay any type of servicing, administrative, or revenue sharing payments with respect to IS Shares.

  5. Mail your completed application and a check for your initial investment to:

    Regular Mail:
    Jackson Square Funds
    c/o U.S. Bancorp Fund Services, LLC
    P.O. Box 701
    Milwaukee, WI 53201-0701

    Overnight or Express Mail:
    Jackson Square Funds
    c/o U.S. Bancorp Fund Services, LLC
    615 East Michigan Street, Third Floor
    Milwaukee, WI 53202