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.

Download the TMD

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.

SPDS & PDS

Critical information about the Fund is contained in its Supplementary Product Disclosure Statement (“SPDS”) and Product Disclosure Statement (“PDS”). You can access both here:

View the SPDS / PDS OnlineDownload the SPDS / PDS

It is essential that every investor read the SPDS and 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

If you are considering investing in the Fund then it is recommended that you:

      1. Read the Target Market Determination to consider whether the Fund meet’s your investment needs*
      2. Access the SPDS and PDS by viewing it online or downloading it
      3. Complete an online application or download and complete an offline application
      4. Have your identify verified to meet AML and CTF requirements
      5. Remit your investment sum

* Seek assistance from your financial adviser as needed.

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 SPDS and 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.