Updated Application & Allotment Processing

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.

Inefficient Asset Acquisitions

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.

Fund Temporarily Closed

The Fund has now temporarily closed to new and lump sum top up applications so that we can concentrate on placing the capital as quickly as possible. We anticipate the fund will reopen after 1 March 2024.

AIP Now Available

I’m pleased to announce that the Automatic Investment Plan is now fully operational. To find out more information, or to access the forms to participate, please visit https://sogif.au/aip/

Minimum Subscription Achieved

I’m pleased to announce that the $30,000,000 minimum subscription has now been achieved. Accordingly, the discounted contribution fee will end at midnight on 30 September 2023. All new and top up investments received on or after 1 October 2023 will attract a contribution fee of 2.2% (incl. GST). Furthermore, the unit price will move from…

Launch video now available

You are warmly invited to watch a recording of the official launch here. Watch along to find out more information about the opportunity on offer, and how to participate.

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.