About The Fund

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.

Highlights of Investing

Passive investment
Quarterly income distributions (from 6/24)
Long-term growth upside
Trusted expert management
Diversified asset base

Online Application Offline Application

Who Can Invest?

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 (“TMD”) in addition to its Product Disclosure Statement (“PDS”).

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.

Fund Update

Latest Announcement

17/09/23 - Minimum Subscription Achieved

I’m pleased to announce that the $30,000,000 minimum subscription has now been achieved. Accordingly, the discounted contribution fee will end at midnight on 30 September 2023. All new and top up investments received on or after 1 October 2023 will attract a contribution fee of 2.2% (incl. GST).

Furthermore, the unit price will move from fixed to floating on 1 October, and units will be allotted at the end of the month. Please refer to the Product Disclosure Statement for more information.

View Past Announcements

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 Product Disclosure Statement (dated 14th August 2023) 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.