Boutique Funds

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Boutique Funds

Opis Capital

Rebate Offer

N/A

Minimum Initial Investment

$25,000

Expected Close Date

Ongoing

Description

Opis Capital Funds are specifically structured to take advantage of the many and varied investment opportunities available in the Australian Equities Market.

Product Disclosure Statement

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The Opis Capital Funds aim to provide investors with an exposure to a unique portfolio of companies that will produce sustainable long-term returns in excess of those provided by the overall Australian equities market. Incorporating the following funds:

The Opis Capital Premium Equity Fund: The Opis Capital Premium Equity Fund is a pooled unit trust providing investors with the opportunity to invest in a broad range of Australian listed securities with a focus on smaller to mid-capitalisation companies due to their relative simplicity, potential for growth and inefficiencies in market pricing.
The Opis Capital Dynamic Equity Fund:The Opis Capital Dynamic Equity Fund is a pooled unit trust providing investors with the opportunity to invest in a unique portfolio of Australian listed securities. Whilst the core holdings of the Premium Equity Fund and the Dynamic Equity Funds will generally be the same, the Dynamic Fund seeks further value to be added on a small proportion of the Dynamic Fund through the exploitation of shorter term trading opportunities in ASX listed securities.

Lonsec has awarded th Opis Capital Premium Equity Fund a rating of "Recommended".

Fee Disclosure

There is no entry fee or trailing commission paid to financial advisers on the Opis Capital Premium Equity Fund and Dynamic Equity Fund. 2020 DIRECTINVEST will receive a $100 placement fee per application received, this is paid by Opis Capital and is not an additional charge to the investor.

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Capital Equity Dynamic Fund Standard & Poor's Report

Capital Premium Equity Fund Standard & Poor's Report

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