In theory there isn’t a maximum amount someone can invest, however the Fund will need to meet the definition of ‘being widely’ for tax purposes, which means that no fewer than 20 entities that have entitlement to 75% or more of the income and capital of the trust.
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.