You can make an investment into one of our funds via the following: Retail Investors, Financial Advisors or Wholesale Investors with less than $5,000,000 and choose to invest via a PDS, please contact our retail distribution partner Warakirri Asset Management. Wholesale or Institutional Investors that choose to invest via an Information Memorandum follow the steps below. Minimum investment is $5,000,000. Please contact our Client Director for more information about our funds or about investing in a separate mandate.
If you are ready to invest in one of Northcape’s pooled wholesale funds follow the steps below. Direct investment in these pooled funds requires all investors to be classified as wholesale as defined by the Corporations Act.
Read the information memorandum and any other additional information relating to the fund you intend to invest in.
Complete the application form and, if applicable, the Tax Information Form.
Send all completed forms to Northcape Capital, Level 24, 45 Clarence Street Sydney NSW 2000.