How Frequent Are The Cash Distributions?

The Fund expects to pay distributions from operations on quarterly basis beginning June 2024 (paid July 2024).

Investors can elect to take their distributions:

  • Paid as cash (paid by EFT to their nominated bank account), or
  • Reinvested towards purchasing more units are the prevailing unit issue price (less potentially a discount of up to 5%) under the Fund’s Distribution Reinvestment Plan (“DRP”).

An election to participate in the Fund’s DRP can be made at the time of your initial application, or else changed later on via the Investor Portal.

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.