Our retail funds are open to investors with a minimum of $10,000 to invest and have typically attracted retirees and Mums and Dads; with self managed super funds. These investors are attracted to the regular income and the potential for capital growth generated from our trusts.
Our wholesale funds are available to larger super funds, companies and charities as well as professional and sophisticated investors (who have been certified by a qualified accountant confirming they have net assets greater than $2.5 million or a gross income for the last two financial years of at least $250,000). Minimum investment amounts start at $50,000. These groups often benefit from the tax deferred income portion that certain trusts can offer.
Each of our funds details their particular entry requirements, as well as information on forecast income and tax deferred portions.