Reports & Updates
Monthly Investment Reports
Quarterly Investment Newsletters
- October 2022 – Investment Insight (IPH gets Smarter & Biggar)
- July 2022 – Investment Insight (Judo Capital – ready to put the majors on the mat)
- April 2022 – Investment Insight (Here, There & Absolutely Everywhere)
- December 2021 – Investment Insight (Pacific Smiles Dental: Building a powerful network)
- July 2021 – Investment Insight (ARB: A long term growth story)
- April 2021 – Investment Insight (As Easy as Pie)
- January 2021 – Investment Insight (Thank you Mr Scali)
- November 2020 – Investment Insight (Hard assets and valuation….)
- August 2020 – Investment Insight (Australian Listed Automotive Dealerships)
- April 2020 – Market & Portfolio Update
- February 2020 – Stock Insight (That which gets rewarded, gets done . . .)
- October 2019 – Thought Commentary (What is driving our high electricity prices?)
- July 2019 – Stock Insight (Keeping it in the family)
- May 2019 – Stock Insight (Steadfast)
- January 2019 – Stock Insight (Lifestyle Communities)
- November 2018 – Stock Insight (Netwealth – Growth or Value?)
- July 2018 – Stock Insight (Reece Group – Celeste investment process at work)
- March 2018 – Stock Insight (Analysing market forecasts to find opportunities)
Financial Statements
ENQUIRIES AND COMPLAINTS
The Responsible Entity has established procedures for dealing with complaints. If an investor has a complaint, they can contact the Responsible Entity and/or the Investment Manager during business hours, using contact details provided in the PDS.
We will endeavour to resolve your complaint fairly and as quickly as we can. We will respond to your complaint within the maximum response timeframe of 30 days. If we are unable to respond within the maximum response time because we have not had a reasonable opportunity to do so, we will write to you to let you know of the delay.
All investors (regardless of whether you hold Units in the Fund directly or hold Units indirectly via a Platform) can access the Responsible Entity’s complaints procedures outlined above. If investing via a Platform and your complaint concerns the operation of the Platform then you should contact the Platform operator directly.
If an investor is not satisfied with the final complaint outcome proposed, any aspect of the complaints handling process or a delay in responding by the maximum response time, the Australian Financial Complaints Authority (AFCA) may be able to assist. AFCA operates the external complaints resolution scheme of which the Responsible Entity is a member. If you seek assistance from AFCA, their services are provided at no cost to you.
You can contact AFCA on 1800 931 678, or by writing to:
Australian Financial Complaints Authority
GPO Box 3
Melbourne VIC 3001
Email: info@afca.org.au
Website: www.afca.org.au
THE CORPORATIONS ACT AMENDMENT - s110k
Following recent amendments to the Corporations Act ; where you have provided us with your email address, we will now send notices of meetings, other meeting-related documents and annual financial reports (each a “Communication”) to you electronically unless you elect to receive these in physical form and notify us of this election.
You have the right to elect whether to receive some or all of these Communications in electronic or physical form and the right to elect not to receive annual financial reports at all. You also have the right to elect to receive a single specified Communication on an ad hoc basis, in an electronic or physical form.