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Fund Features
Target Return | 10% p.a. (before fees) |
Eligible Investor | Wholesale clients as defined in s761G of the Corporations Act. |
Currency | Australian Dollar |
Minimum Investment | AUD $50,000 |
Application | Monthly |
Redemption | Quarterly |
Distribution | Quarterly |
Lock-up Period | 3 months |
Management Fee | 1.5% p.a. inclusive of GST (with fee rebate scheme available) |
Performance Fee | None |
Outside Fee | None |
Target Portfolio Allocation &
Historical Performance
Updated 30 Nov 2023. The chart is intended for informational purposes only to illustrate the target portfolio allocation. Fund holdings and performance are likely to have changed since the report date.
Current Positioning
Historical Performance
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