Archiwoods Investment Value Fund
Fund Introduction
The Fund will provide Investors the opportunity to select from different Investment Options, each Investment Option will provide Investor’s exposure to a different Investment opportunity, either directly made by the Fund or via an investment in another managed fund.
The Archiwoods Investment Value Fund is designed for Wholesale Clients who are primarily looking for discrete investment opportunities with clearly defined risks and returns.
| Fund Name | Archiwoods Investment Value Fund |
| Inception date | 12/01/2022 |
| Investment Strategy | Each Investment Option provides exposure to a different investment opportunity either directly made by the Fund or via an investment in another managed fund. Specific details about each investment option will be outlined in the Investment Option Memorandum for the Investment Option, as well as other investment details such as Target Return, security, investment term and withdrawal rights. |
| Investment Structure | Ordinary Shares; Preferred Equity; Convertible Notes; Loans; and Units in Managed Investment Scheme |
| Authorised investments | Digital and Traditional Banking Social Media and Networking Services Undervalued IT businesses Digital assets with leading cyber security and block chain technology Other alternative investment opportunities |
| Recommended minimum investment period | Please refer to the relevant Investment Option Memorandum for these details. |
| Distribution frequency | The 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 investment | The 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 fee | Please 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 fee | Exit fee will be specified in each Investment Option Memorandum. |
To make an investment in this Fund, please read the Information Memorandum, Investment Option Memorandum to determine if the Fund and Investment Option is right for you before completing an application form.
An Investment Option Memorandum will be issued in respect of each Investment Option setting out investment specific details about the:
- Underlying investment;
- Investment terms and security;
- Minimum Investment Amount;
- Target Return;
- Withdrawal Rights;
- Specific benefits; and
- Specific risks
The assets, liabilities and returns of each Investment Option will be separate from each other Investment Option. The timing of when Applications will be processed will be outlined in the Investment Option Memorandum for each Investment Option. The 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.
Investors can invest in the Fund by completing the Application Form contained within the Investment Option Memorandum for their preferred Investment Option.
Please contact us to obtain the latest forms and relevant documents.
Information Memorandum
Please read the Information Memorandum, Investment Option Memorandum to determine if the fund is right for you.
Investment Option Memorandum
Please read the Information Memorandum, Investment Option Memorandum to determine if the fund is right for you.
Application Form
Please complete an application form to invest in the fund.
Get in touch
with us today.
Phone 1300 628 139
admin@archiwoods.com.au
Send us an email ➜
Level 27, 101 Collins Street,
Melbourne VIC 3000