For questions about the Fund’s strategy, people and processes, please contact the Investment Manager.
Mary-Ann Baldock 02 9060 6610 firstname.lastname@example.org Level 16, 1 Castlereagh Street Sydney NSW 2000
For enquiries about forms, applications, redemptions, confirmation notices, tax statements or unit pricing please contact the Fund Administrator.
1300 133 451 email@example.com Level 1, 51-57 Pitt Street Sydney NSW 2000
02 9229 9000 www.perpetual.com.au Level 18, 123 Pitt Street Sydney NSW 2000
To be a wholesale investor the general rule is that you need to invest at least $500,000. If you are applying for $500,000 or more, you will be automatically deemed wholesale investor and no additional documentation is required.
If you are investing less than $500,000, the easiest way to establish that you are a wholesale client is to arrange for your accountant to provide an Accountant’s Certificate that is less than 24 months old certifying that:
Required Net Assets means net assets of at least $2,500,000. Required Gross Income means for each of the last two financial years, at least $250,000 a year.
There are other ways that you can qualify as a wholesale investor, including:
Please contact the Administrator if you need assistance in providing the appropriate documentation to certify that you are a wholesale investor.
Print and sign the completed digital form and send BY POST to Mainstream Fund Services (address is on the form) with your required certified information.
The information on this website has been prepared by 1851 Capital Pty Ltd (ABN 51 632 063 239) (AFSL 515 872) (1851 Capital).
This website is general information only and is not intended to provide financial product advice to any person. No aspect of this website takes into account the objectives, financial situation or needs of any person. Before making an investment decision, you should read the relevant offer document and (if appropriate) seek professional advice to determine whether the investment is suitable for you.
The information contained in this website is not an offer, issue or sell, a recommendation or statement of opinion, or a report of either of those things intending, or that could be reasonably regarded as intending, to influence a person or persons to invest in any fund(s) managed by 1851 Capital (Fund) or any other financial product.
Any managed investment fund product offered via this website is offered via an information memorandum which contains all the details of the offer. Before making any decision to make or hold any investment in the Fund you should consider the information memorandum in full. Click accept to view this document.
An investment may achieve a lower than expected return and investors risk losing some or all of their principal investment. Past performance is no indication of future performance.
The information on this website (including any commentary) has been prepared based on information believed to be accurate as of the date of publication and the views of 1851 Capital. 1851 Capital makes no representation or warranty as to whether the content of this website is accurate, complete or up to date. Assumptions and estimates may have been made which may prove not to be accurate. 1851 Capital undertakes no responsibility to correct any such inaccuracy. Subsequent changes in circumstances may occur at any time and may impact the accuracy of the information.
This website does not constitute an offer to sell or a solicitation of an offer to buy any product or service in any jurisdiction (i) in which such offer or solicitation is not authorised, or (ii) in which the person making the offer is not qualified to do so, or (iii) to whom it is unlawful to make such offer or solicitation.
To the maximum extent permitted by law, 1851 Capital will not be liable in any way for any loss or damage suffered by you through use or access to this website, or 1851 Capital’s failure to provide this website.
Any projections contained in this website are estimates only and may not be realised in the future. Except where necessary for viewing the information on this website on your browser, no content from this website may be reproduced in any manner, and no further dissemination of it is permitted, without the express written consent of 1851 Capital.
The copyright on all information contained on this site is owned by 1851 Capital.
This website may contain links to websites offered by third parties. These linked websites are not under the control of 1851 Capital, and neither 1851 Capital nor any related entity makes any representations as to the contents of any third party websites.
The inclusion of these links does not in any way imply any form of endorsement by 1851 Capital of the products or services provided by persons or organisations who are responsible for the linked websites.
All information has been prepared for the use of wholesale clients only (as defined under s761G or s761GA of the Corporations Act 2001 (Cth)).