The Strategic Opportunities (Growth & Income) Fund ARSN 668 357 837 ("Fund") is an unlisted fund that seeks to generate growth and income returns by investing in a diversified portfolio of cash and money market instruments, bonds, strategic efficient assets and entrepreneurial inefficient investment opportunities.
While the Fund is a retail fund and open to all investors, to assist you to determine whether the Fund may be suitable for you, please read the Fund’s
Download the Fund’s TMD | View the PDS Online | Download the Fund’s PDS
The TMD is not a complete summary of the features or terms of the Fund. It does not take into account any person’s individual objectives, financial situation or needs and hence is for information only and does not constitute general or specific financial advice.
The Fund has now temporarily closed to new and lump sum top up applications so that we can concentrate on placing the capital as quickly as possible. We anticipate the fund will reopen after 1 March 2024.
General Advice Warning: This information is of a general nature only and does not take into account your objectives, financial situation or needs. You should consider the SPDS and PDS issued by Plantation Capital Limited ACN 133 678 029 AFSL 339481 in deciding whether to acquire an interest in the Strategic Opportunities (Growth & Income) Fund. Past performance is not a reliable indicator of future performance. No earnings estimates are made.
