We advise that effective from 1 April 2025, Plantation Capital Limited, as the Responsible Entity of the Strategic Opportunities (Growth & Income) Fund (ARSN 155 770 095) will make a voluntary Redemption Offer pursuant to section 601KB of the Corporations Act 2001 to its Unitholders.

The terms of the Offer were communicated to Unitholders via email on 25 March 2025. Further information outlining how to complete a redemption application can be found here.

Please contact us if you have any questions.

The auditors have now signed off on SOGIF’s interim financial statements for the half year ended 31 December 2024. They can now be viewed here.

On page 16 of the Product Disclosure Statement there is text that identifies that FIGOS Services Pty Ltd (FIGOS) is owned 50% by a party related to director Paul Harper, and 50% by a party related to director Steve McKnight. Due to an internal restructure, FIGOS will be owned 100% by a party related to director Steve McKnight until such time as Sharper Capital Limited has received an Australian Financial Services License and has been appointed SOGIF’s responsible entity.

The Fund has now re-opened for new and top up applications. A discount of 10% is available for those who invest (new, top up, AIP) on or before 30 June 2024.

We have made a change to our process for processing applications and allotting units.

Wording that outlines the change can be found at these links:

Policies

Unit Pricing

The updated wording will be included in the next release of the Fund’s Product Disclosure Statement. Please contact admin@sogif.au if you have any questions.

Good progress is being made purchasing inefficient assets. As at 11/02/2024, we have:

• Purchased 4 properties ($25.4m)
• Under contract: 4 properties ($25.1m)

We are presently completing our half-year financial statements, as well as updating our PDS ahead of re-opening in April. More information will be contained in those documents, as well as in upcoming investor briefings.