Features of the Fund

Significant Features 
Investment strategyThe fund is an absolute return fund which seeks to deliver attractive risk adjusted returns over the long term from a portfolio of international listed securities, with a view to capital preservation.
Investment objectiveThe fund aims to achieve a 10% pa annualised $A total return after all fees and usual expenses, measured over a rolling 5 year period.
Benchmark10% pa after management fees and ordinary expenses
InvestmentsThe Fund is comprised of select high quality individual investments that allow the creation of a best ideas global portfolio.
Regular incomeAims to distribute income annually, after the end of each financial year
SuitabilityThose investors with a medium to high risk tolerance
Investment timeframeSuggested minimum 5 years
Minimum initial investment$10,000 (retail)
$200,000 (wholesale)
Minimum additional investment$1,000 (retail)
$10,000 (wholesale)
Minimum balance$10,000 (retail)
$200,000 (wholesale)
DistributionsAnnually, and unless you choose otherwise, distributions are automatically reinvested
Applications and withdrawalsWeekly each Wednesday (and the last business day of the month)
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