Level 9, 365 Little Collins Street, Melbourne, Victoria, 3000

Ready to start investing with us?

To receive a copy of our Information Memorandum and Application Form please complete the form below.

Invest with us

If you qualify as a ‘Sophisticated Investor’ and you’re interesting in both preserving and growing your wealth with us, your first step is to download our Collins Street Value Fund Information Memorandum.

You’ll learn:

  • We are ‘value’ focussed investment managers who take a high conviction, unconstrained approach to stock selection and portfolio construction;
  • We are intended to be a medium to long term investment and the Fund will exhibit some volatility in the unit price from time to time;
  • There are risks associated with investing, with an overview of the key risks provided in the Information Memorandum; and
  • We are a monthly priced fund, available to ‘sophisticated investors’ only and have a minimum initial investment amount of AUD $250,000 (unless otherwise agreed).

Not sure if you qualify as a “sophisticated investor”? Learn more

* Please note: We are monthly priced fund. All applications and investment monies need to be received by the end of the calendar month in order to attract that month’s unit price.

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