Advice & Warnings

This website is intended to provide general information only and has been prepared by the Responsible Entity without taking into account any particular person’s objectives, financial situation or needs. Investors should, before acting on this information, consider the appropriateness of this information having regard to their personal objectives, financial situation or needs.

It is recommended that investors obtain financial advice specific to their situation before making any financial investment or insurance decision.

The Responsible Entity does not give any warranty, make any representation as to, or accept responsibility for, the accuracy, reliability, timeliness or completeness of information on this website now or in the future. While the information provided on this website is believed to be accurate, the Responsible Entity does not accept responsibility for any inaccuracy or any actions taken upon reliance with the information on this website.


The Product Disclosure Statement (PDS) for the Fund does not constitute an offer of Units in any place in which, or to any person to whom, it would not be lawful to do so. The distribution of the PDS in jurisdictions outside Australia may be restricted by law and any person into whose possession this PDS comes (including nominees, trustees or custodians) should seek advice on and observe those restrictions.

The PDS is not an offer or an invitation to acquire securities in any country. In particular, the PDS does not constitute an offer to sell, or the solicitation of an offer to buy, any securities in the United States or to, or for the account or benefit of, any “USA person”, as defined in Regulation S under the US Securities Act of 1933 (Securities Act). The PDS may not be released or distributed in the United States or to any USA person. Any securities described in the PDS have not been, and will not be registered under the Securities Act or the securities laws of any state or other jurisdiction of the United States, and may not be offered or sold in the United States, or to, or for the account of benefit of, any USA person, except in a transaction exempt from, or not subject to, the registration requirements under the Securities Act.

Purpose Of Information

The information on this website has been published as an information service. The information contains general information and does not take into account any investor’s particular circumstances and needs. Each investor should assess, or seek advice on, whether the information is appropriate for his or her particular needs, financial situation and investment objectives.

Availability Of Website

The Responsible Entity will use best efforts to provide access to this website on a 24-hour basis. However, there may be an interruption to the service to facilitate the website’s maintenance (or for other reasons). The Responsible Entity is not liable to any person for interruptions to the service for any reason.

No Advice

The PDS for the Fund contains general information only. It has not been prepared having regard to your investment objectives, financial situation or specific needs. It is important that you carefully read the PDS in its entirety before deciding to invest in the Fund and, in particular, in considering the PDS, that you consider the risk factors that could affect the financial performance of the Fund and your investment in the Fund. You should carefully consider these factors in light of your personal circumstances (including financial and taxation issues) and seek professional advice from a suitably qualified financial adviser before deciding whether to invest.

None of the Responsible Entity, its related entities nor any other party makes any representation or gives any guarantee or assurance as to the performance or success of the Fund, the rate of income or capital return from the Fund, or the repayment of the investment in the Fund. An investment in the Fund does not represent a deposit or any other type of liability of the above parties. An investment in the Fund is subject to investment risk. These risks are discussed in Section 8 – Investment risks of the PDS.

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.