COMPLYING INVESTMENT FRAMEWORK

SIV3 - Balancing Investment Pie Chart

Funds Invested in:

  • Companies, A-REITs, infrastructure trusts, including their ordinary equity, preferred equity, convertible bonds, or corporate-issued floating rate notes listed on an Australian securities exchange.
  • Corporate bonds or notes issued by an Australian exchange listed entity (or a wholly-owned subsidiary of the Australian listed entity) or investment grade rated Australian corporate bonds or notes rated by an AFS licensed debt rating agency.
  • Deferred annuities are issued by Australian registered life companies but cannot commence paybacks during the provisional visa period.
  • Real Property in Australia (subject to 10% limit on residential real estate).

A complying fund must have the following:

  • Cash is to be no more than 20% of a fund’s net assets.
    – Derivatives are to be used for risk management purposes only.
    – Managed funds (open or closed-end) or Listed Investment Companies (LICs) are eligible.
  • Fund Managers are to have and maintain a minimum of $100m in firm-wide FUM to offer a 5 0% complying fund(s) to applicants.

Pindari Balancing Investment Funds:

  • Pindari Capital SIV Balancing Investments Fund
  • Pindari Capital Balancing Investments Yield Fund
  • Pindari Capital Real Estate Fund

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