Strategic Opportunities Fund
The Fund is managed with a view to offering investors long-term capital growth potential and a regular semi-annual income stream, from a portfolio of investments drawn from the All Ordinaries Accumulation Index.
Investment Strategy
Similar to the Enhanced Leaders Fund (ASX100 Only), The fund uses exchange-traded options to enhance the yield on the underlying physical investments through a Buy/Write and Sell/Put strategy. Options are not used for gearing or protection purposes and the Fund is never more than 100% exposed to the market.
In addition to the above, the fund has the ability to invest in the mid cap and small cap sectors of the Australian market when the manager sees significant value in doing so.
Recommended Investment timeframe: 5 – 6 years
Fund Performance
Wholesale
- Application $0.4911
- Redemption $0.4887
Retail
- Application $0.6352
- Redemption $0.6320
Portfolio Yield
Shareholdings
GICS Chart
Reports
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Learn More
If you would like to learn more about investing in this fund, please contact us.
You can also learn more about our other Australian Funds and our International Funds.
How To Invest
Before investing in the Armytage funds, you should carefully read the Product Disclosure Statement (PDS). This document contains important information regarding the funds. Download a copy of the PDS on this page or contact us for a hard copy to be mailed to you.
To invest in the Armytage funds, you will need to complete the application form included in the PDS. Please sign and date where indicated and forward all pages of the application form to the following address:
Linear Asset Management
PO Box 482
Collins St West VIC 8007
Email: admin@linearam.com.au
Fax: (03) 9629 2550
Other Investment Platforms
Access to the Armytage Strategic Opportunities Fund is also available via the following platforms:
• BT Wrap
Payment
Payment for your application may be made by cheque or via electronic funds transfer. If paying by cheque, please forward with your application form to the above address. Should you wish to remit funds via electronic funds transfer, please refer to the document in reports above, titled new administratorcustodian.