How Do I Make A Profit?

All going to plan, investors in the Strategic Opportunities (Growth & Income) Fund will profit in these two ways:

INCOME DISTRIBUTIONS: you will receive a quarterly distribution of the Fund’s income (interest, dividends, rent, etc.) according to your proportionate interest (i.e. number of units compared to all issued units); and

GROWTH / CAPITAL GAINS: as the value of the Fund’s assets increases, the value of your units will also increase.

Over the duration of your investment you may also receive deferred tax distributions and returns of capital (which reduce your cost base).

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.