Fund Now Open

We’re delighted to announce the Strategic Opportunities (Growth & Income) Fund is now open and ready to receive applications. For more information visit How To Invest

US Fund Investors

Investors who owned units in the Passive Income (USA Commercial Property) Fund (“US Fund”) as at the 14th August 2023 may be eligible for the concessions outlined below.

To be eligible the investment in the Fund must be in the same name as the entity who owns units in the US Fund.

Discounted Contribution Fee

The contribution fee (GST included) for US Investors will be:

  • 0% (i.e. completely waived) for any reinvestment of a US Fund distribution towards units in the Fund. This applies for any and every US Fund distribution.
  • 0% (i.e. completely waived) for any new or top up investment made prior to the latter of 30 September 2023 and the Fund achieving its minimum $30m subscription.
  • 2.2% in other circumstances.

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.