Why Invest With Us
Wholesale Funds for Sophisticated Investors
Why Sophisiticated Investors Choose Our Funds
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- High-performing
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- Risk-adjusted investment opportunities with a target rate of 13-15% p.a.
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- Personalised service
Do You Qualify as a Sophisticated Investor?
Moneysmart.gov.au states sophisticated investors are…
“A person with a certificate from a qualified accountant certifying they have a prescribed net asset or gross income level. This gives them an exemption under the Corporations Act 2001. That means they can buy financial products without a regulated disclosure document such as a prospectus or product disclosure statement.
A person holding a certificate is a:
- ‘sophisticated inverstor’ for the purposes of Chapter 6D (if offered debt or shares), or
- ‘wholesale client’ for the purposes of Chapter 7 (if offered a financial product, other than insurance, superannuation or a retirement savings account product or service) and the financial product is not used in connection with a business
To be eligible for a certificate, you must have:
- a gross income of $250,000 or more per year in each of the previous two years, or
- net assets of at least $2.5 million (reg 6D.2.03 and reg 7.1.28)+"