How Long Do I Have To Invest For?

Deciding to purchase units in the Fund should be seen as a medium to long term investment (i.e. 5 to 10 years).

If you invest for shorter periods of time then you may find the initial costs (e.g. contribution fees, etc.), and the difference between the Fund’s issue price and the redemption price (caused because estimated disposal transaction costs are fed into the redemption price) will act as a drag on your return on investment.

Note that the Fund does not expect to offer a redemption opportunity until after 31 December 2024. Thereafter it is expected that the Fund will offer a twice-yearly redemption, the details and workings thereof are outlined in the Fund’s Product Disclosure Statement.

There is not expected to be any opportunity to sell or dispose of your units outside of the redemption windows, except if you transfer your units privately. Any unit transfer must be approved by the Responsible Entity and the normal application rules and processes will apply.

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.