Notes

Opportunities Fund
James holds a Bachelor of Science and Bachelor of Laws from the University of Melbourne. Performance figures have been calculated in accordance with the Financial Services Council standards and are net of management fees. Past performance is not necessarily an indicator of future performance. The information provided is general information only and does not take into account your personal objectives, financial situation or needs. These matters should be considered before acting on the information provided. Consider the Product Disclosure Statement prior to making an investment decision.
This information is intended only for wholesale clients and must not be forwarded or otherwise made available to anyone who is not a wholesale client. This is general information only and is not intended to provide financial product advice to any person. No aspect of this information takes into account the objectives, financial situation or needs of any person. Before making Opportunities fund an investment decision, you should read the Product Disclosure Statement and seek professional advice to determine whether the investment is suitable for you. Ophir does not guarantee repayment of capital or any particular rate of return from the Fund. An investment may achieve a lower than expected return and investors risk losing some or all of their principal investment.
L1 Capital International Fund was launched in March 2019 and aims to deliver attractive risk-adjusted returns over a long-term investment horizon by investing in high quality companies that it understands well and that have favourable cashflow-based valuations. This content has been prepared without taking account of your objectives, financial situation or needs. In deciding whether to acquire or continue to hold an investment you should consider the Product Disclosure Statement available from Cromwell and assess, with your financial adviser, whether products fit your objectives, financial situation or needs. The VCLP is an unconditionally registered Australian Venture Capital Limited Partnership and is an eligible venture capital fund under the Significant Investor Visa programme. To achieve superior absolute total returns by providing medium to long term capital growth without the constraints of a share market benchmark. For funds with an investment objective that include the integration of ESG criteria, there may be corporate actions or other situations that may cause the fund or index to passively hold securities that may not comply with ESG criteria.

MSCI has established an information barrier between equity index research and certain Information. None of the Information in and of itself can be used to determine which securities to buy or sell or when to buy or sell them. The Information is provided “as is” and the user of the Information assumes the entire risk of any use it may make or permit to be made of the Information.
Past performance should not be taken as an indicator of future performance. You should obtain a copy of the relevant Product Disclosure Statement before making a decision about whether to invest in any product. Geoff sits on a number of Boards pursuant to the management of his family’s investment holdings which range across property, equities, fixed income and private equity in Australia and globally. Geoff is also a director of the Precision Group which is involved in the acquisition, management and development of commercial property with interests in the retail, office and hospitality sectors of the property market.
You can acquire units by completing the Application form that accompanies the PDS or by making an application through the mFund settlement service by placing an order for units with your licensed broker. Before investing in the Armytage funds, you should carefully read the Product Disclosure Statement . Download a copy of the PDS from our site or contact us for a hard copy to be mailed to you. For further details about the risks of investing in this strategy please refer to the Product Disclosure Statement. 1Management costs and buy/sell spread are current as at the date of publication of this website.

And while there are certainly pockets of volatility, Geoffrey Wong explains how a disciplined approach can yield strong risk-adjusted returns. Future Talk Season 2 sees Bryce Doherty interview industry leaders about the political landscape surrounding financial services. The second part of the FutureTalk Season 2 CPD course sees Bryce Doherty interview industry leaders about the political landscape surrounding financial services. Benjamin was also a leader in the Private Equity Group, supporting financial investors and corporate clients on commercial and operational due diligences. Morgan in the Investment Banking team based in Melbourne, covering the Consumer and General Industrials sectors.
This may not include all funds available for retail investment in Australia. The peer calculation is inclusive of admin and management fees; excludes brokerage and no withdrawals have been made. InvestSMART cannot determine whether or not franking has been included, nor if dividends have been reinvested. Historical performance is not a reliable indicator of future performance. The strategy seeks to take advantage of a gap in the Australian market for the funding of emerging companies that do not fit the mandates or criteria of traditional investment firms.

Founded in 1993 by brothers Tom and David Gardner, The Motley Fool helps millions of people attain financial freedom through our website, podcasts, books, newspaper column, radio show, and premium investing services. They are eligible to receive information regarding wholesale investment opportunities that are not available to regular or retail investors. A sophisticated investor is defined under Section 708 of the Corporations Act (net assets of $2.5 million or annual incomes in excess of $250,000). Its primary focus is on the careful selection of investments which enables TOP to be a constructive catalyst towards unlocking the value in the companies that it identifies.

Despite living in an age where we’re absolutely deluged with information, it’s becoming increasingly difficult to separate the signal from the noise. This is especially true in investing, where markets can be influenced by something so small as an errant Tweet. In this Market Update series, Platinum CEO Andrew Clifford explores where the true opportunities are hiding.
This Money Masters course with Sue Herrald will explain what investment bonds are, how they are commonly used and how they could help your clients to achieve their life goals. The Blue Sky Alternatives Access Fund Money Masters course with Alex McNab will provide insight into what constitutes an alternative investment, how the fund accesses them, and the research process the Blue Sky team employs to assess the quality of these investments. This course will also explore what type of investors are best suited to the Blue Sky Alternatives Access Fund and the rules and practices that govern the fund’s decision-making.
Unless otherwise stated, performance for periods greater than one year is annualised and performance calculated to the last business day of the month. Unless otherwise stated, iShares ETF net performance is calculated on a NAV price basis, while net performance for all other funds is calculated on an exit-to-exit price basis. The Antares Elite Opportunities Fund is an actively managed Australian share fund which aims to enhance returns by investing in a highly concentrated portfolio of Australian companies.

My Website: https://www.fundationcapital.com.au/