Archiwoods Income Fund

Fund Introduction

The Fund will provide Investors the opportunity to select from different Investment Options, each offering exposure to a different investment opportunity either directly made by the Fund or an investment in another managed fund.

The Archiwoods Income Fund will provide investors with access to different investment opportunities other than investing in a fixed return product. Investors may choose which Investment Option they wish to invest in. Importantly, investors’ exposure will be limited to the investment that the relevant Investment Option invests in and in no other investments.

The Archiwoods Income Fund is designed for Wholesale Clients who are primarily looking for discrete investment opportunities with clearly defined risks and returns.

Fund NameArchiwoods Income Fund
Inception date22 January 2024
Investment StructureThe Fund will provide Investors the opportunity to select from different Unit Classes (Investment Options), each offering exposure to a different investment either directly made by the Fund or via an investment in another managed fund.
Investment objectiveThe Income Fund follows a conservative investment strategy focusing on capital preservation and consistence income generation through a diversified portfolio.
Authorised investmentsUS T-bills
Australia Government Bonds and Term Deposits
Australian Corporate Bonds, Mortgage Fund and Fixed Income related Managed Investment Scheme
Recommended minimum investment periodPlease refer to the relevant Investment Option Memorandum for these details.
Distribution frequencyThe frequency at which Distributions are expected to be calculated and paid will be outlined in the relevant Investment Option Memorandum for each Investment Option.
Minimum investmentThe Investment Option Memorandum for each Investment Option may set out the minimum investment amount on which an application can be made to invest in that Investment Option.
Management fee and Performance feePlease refer to the relevant Investment Option Memorandum in relation to whether the Investment Manager is entitled to receive a management fee from the Fund and/or a performance fee.
Exit feeExit fee will be specified in each Investment Option Memorandum.

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Phone 1300 628 139

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Level 27, 101 Collins Street,
Melbourne VIC 3000