About the Fund
Legal Information
The Strategic Opportunities (Growth & Income) Fund (“the Fund”) is an ASIC registered managed investment scheme (“MIS”) with an Australian Registered Scheme Number (“ARSN”) 668 357 837.
Plantation Capital Limited (“PCL”), is the Responsible Entity of the Fund. PCL holds an Australian Financial Services Licence (“AFSL”) 339481, a copy of which is available by request via email.
Fund Objective
The Fund is an unlisted fund (i.e. unit trust) that seeks to generate growth and income returns by investing in a diversified portfolio of cash and money market instruments, bonds, strategic efficient assets (e.g. managed funds that invest in local and global equities) and entrepreneurial inefficient investment opportunities (such as direct property and unlisted property trusts). The Responsible Entity will seek to generate income and growth for the Fund in the form of:
- interest from cash, money market investments, and bonds;
- income and capital distributions from professionally managed funds that invest in local and international efficient equity markets; and
- rental income and capital growth from purchasing direct and indirect real estate based investments.
Target Market Determination
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 Target Market Determination (“TMD”) in addition to its Product Disclosure Statement.
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.
Product Disclosure Statement
Critical information about the Fund is contained in its Product Disclosure Statement (“PDS”) that you can access here:
View the PDS Online | Download the PDS
It is essential that every investor read the PDS to understand the Fund’s key risks, benefits, fees, structure, operations and procedures. If you have questions about the PDS please contact the Responsible Entity or seek assistance from your financial adviser.
Minimum Investments
You can make an initial or additional investment at any time provided the Fund is open to subscriptions. Investors can implement an Automatic Investment Plan (“AIP”) investment at any time (i.e. even when the Fund is closed to initial and additional investments).
The minimum investment in the Fund are as follows:
- Minimum initial investment: $10,000
- Minimum additional investment: $1,000
- Minimum AIP investment: $250 per month
How To Invest
A step-by-step guide explaining how to invest is available here.