Strategic Opportunities Fund

Strategic Opportunities Fund

The Fund is managed with a view to offering investors long-term capital growth potential and a regular semi-annual income stream, from a portfolio of investments drawn from the All Ordinaries Accumulation Index.

Wholesale

Application $ 0.6650
Redemption $ 0.6616

Retail

Application $ 0.9279
Redemption $ 0.9233

Investment Strategy

Similar to the Equity Income Fund (ASX100 Only), The fund uses exchange-traded options to enhance the yield on the underlying physical investments through a Buy/Write and Sell/Put strategy. Options are not used for gearing or protection purposes and the Fund is never more than 100% exposed to the market.

In addition to the above, the fund has the ability to invest in the mid cap and small cap sectors of the Australian market when the manager sees significant value in doing so.

Recommended Investment timeframe:  5 – 7 years

The fund has been rated by Lonsec which is an independent research house. It also has a four star rating with Morningstar for 3 years.

Fund Performance – Unit Price

Application $ 0.6650
Redemption $ 0.6616

Strategic Opportunities Funds How To Invest

Investors

Armytage Strategic Opportunities Fund – Retail Class PDS

Armytage Strategic Opportunities Fund – Wholesale Class PDS

Armytage Reference Guide for PDS

Before investing in the Armytage funds, you should carefully read the Product Disclosure Statement (PDS). This document contains important information regarding the funds. Download a copy of the PDS from our site or contact us for a hard copy to be mailed to you.

Applying for units 

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. The minimum initial investment amount for the Fund is $15,000.

Please sign and date where indicated and forward all pages of the application form to the following address:

Mainstream Fund Services Pty Ltd
Attn: Client Services Registry Team
GPO Box 4968
Sydney, NSW 2001

Fax: (02) 9251 3525 Email: registry@mainstreamgroup.com 

Payment for your application may be made by cheque, electronic funds transfer or direct debit . If paying by cheque, please forward with your application form to the above address. Should you wish to remit funds via electronic funds transfer (ETF) or direct debit, please refer to the application form in the PDS.

Making additional investments

You can make additional investments into the Fund at any time by sending us your additional investment amount via ETF or direct debit together with a completed Application form or by making an application through mFund. Minimum additional investment is $5,000.

You can also invest via BPAY at any time without the need to complete an additional application form.

  • Biller Code for Armytage Strategic Opportunities Fund is 349860
  • Customer Reference Number (CRN) will be given to you after your initial application

Financial Advisers Access to the Armytage Australian funds is also available via the following platforms:

Armytage Australian Equity Income Fund

  • AMP
  • Asgard
  • NetWealth
  • Wealth Trac
  • FirstWrap
  • Hub24
  • mFund

Armytage Strategic Opportunities Fund

  • NetWealth
  • Hub24
  • mFund