Defender Australian Opportunity Fund

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Defender Australian Opportunity Fund

The Defender Australian Opportunities Fund (Fund) has been established as a wholesale, unlisted trust. The Fund is an absolute return fund focusing on listed equity and other market-traded investments such as debt instruments and derivatives. The Fund may also invest in real property and unlisted equities. Assets are generally located in Australia & New Zealand.

The fund will invest in:

  • Long/short Australian and International equities
  • Long/short debt instruments
  • Derivatives for both exposure & hedging purposes
  • Unlisted companies
  • Emerging market companies
  • Real property
  • Unit trusts
  • Foreign exchange (for hedging purposes only)

This fund is currently closed to new investors

Fund Structure

Legal Structure:

Distribution:

Minimum initial
investment
:

Unlisted, open-ended unit trust

Annually at 30 June

A$250,000

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This fund is currently closed to new investors

Existing Investors

Unit Registery:
Address:
Postal Address:
Email:

Defender Investment Management
Level 5, 97 Pacific Hwy, North Sydney, NSW 2060
PO Box 630, North Sydney, NSW 2060
info@defenderam.com

Defender Australian Opportunity Fund

The Defender Australian Opportunity Fund was established in January 2017. An opportunity has presented itself in the tourism sector, specifically in regional NSW, with the sector experiencing strong and consistent growth over the last 10 years. The Fund is targeting tourism assets in and around Australia, with the initial focus on assets within 5 hours of the Sydney CBD. Vertua has identified that:

• Tourism related growth is 4.6% to 2020.
• The tourism asset market is broken down into large institutional grade assets and smaller ‘owner operated’ tourism assets.
• An opportunity exists to acquire smaller and medium size assets which are typically too small for institutional investors.
• There are opportunities to leverage an overall group management structure to oversee and operate assets typically too small to appeal to large investment groups.

Apply for Units

Legal Structure:
Unlisted, open-ended unit trust

Distribution:
Annually at 30 June

Minimum initial
investment
(per unit class)
:
A$10,000 or NZ$10,000
A$5,000 or NZ$5,000 under regular investment plan

Unit Registery:
One Registry Services

Address:
20 Hunter Street, Sydney, NSW 2000

Postal Address:
PO Box R1479, ROyal Exchange, NSW 1225

Telephone:
02 8188 1510