Strategic Opportunities
Growth & Income Fund
A diversified portfolio of property and equities, expertly managed to deliver income today and growth tomorrow.
*Prior 12 months. Fund performance represents the increase or decrease in the Fund’s value, calculated before performance and other Responsible Entity fees and taxes, and after adjusting for capital movements and relevant accounting items.
13.98%
Fund Performance* (12m)
$177M+
Funds Under Management
$10,000
Minimum Investment
*Prior 12 months. Fund performance represents the increase or decrease in the Fund’s value, calculated before performance and other Responsible Entity fees and taxes, and after adjusting for capital movements and relevant accounting items.
Value & Pricing
Cumulative Value
$1.1854
Issue Price
$1.0725
Redemption Price
$0.9728
Cumulative Value = Unit Issue Price + Distributions Paid.
Asset Showcase
Income-producing Australian commercial properties positioned for long-term capital growth.
5567 Princes Highway
Traralgon, VIC 3844
Acquired
May 2025Cap Rate
6.81%WALE
2.72 yrs
1 Prestige Place
Narre Warren, VIC 3805
Acquired
Apr 2024Cap Rate
5.00%WALE
2.68 yrs
2/209 Leitchs Road
Brendale, QLD 4500
Acquired
Dec 2023Cap Rate
6.00%WALE
3.42 yrsBoard of Directors
Supported by a team of passionate and intelligent analysts.
Steve McKnight
Chair
B.Bus (Accounting), DipFS, CA
Cashflow property strategist and best-selling author, building investor wealth since 1999.
Paul Harper
Director
B.Bus (Accounting), MEI
25 years steering capital allocation across $1B+ in managed fund portfolios.
Ewan MacDonald
Director
BA, DipLaw, DipPLT
Specialist in AFSL compliance, fund governance, and regulatory architecture.
Three Easy Steps to Investing
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