Fund Currently Closed

I regret to advise that the Fund is presently closed to new investments. You are welcome to register your interest to be alerted to when the Fund will be reopening (expected to be after 1 March 2024) be completing your details below:

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

25/03/25 - April 2025 Redemption Offer

We advise that effective from 1 April 2025, Plantation Capital Limited, as the Responsible Entity of the Strategic Opportunities (Growth & Income) Fund (ARSN 668 357 837) will make a voluntary Redemption Offer pursuant to section 601KB of the Corporations Act 2001 to its Unitholders.

The terms of the Offer were communicated to Unitholders via email on 25 March 2025. Further information outlining how to complete a redemption application can be found here.

Please contact us if you have any questions.

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 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.