This webpage is prepared by Aikya Investment Management Limited
(Aikya), Corporate Authorised Representative (No. 1304281) of Pinnacle Investment Management
Limited (‘Pinnacle’) (ABN 66 109 659 109, AFSL 322140). Aikya is
authorised and regulated by the Financial Conduct Authority (FRN: 935193). Pinnacle
Fund Services Limited (‘PFSL’) (ABN 29 082 494 362, AFSL 238371) is the product
issuer of the Fund. PFSL is not licensed to provide financial product advice. PFSL is
a wholly-owned subsidiary of Pinnacle. The information provided in this website
is of a general nature only and has been prepared without taking into account your
objectives, financial situation or needs. Before making an investment decision in
respect of the Fund, you should consider the current Product Disclosure Statement (PDS)
and Target Market Determination (‘TMD’) of the Fund and the Fund’s other periodic and
continuous disclosure announcements and assess whether the Fund is appropriate given
your objectives, financial situation or needs. If you require advice that takes into
account your personal circumstances, you should consult a licensed or authorised
financial adviser.
Neither PFSL nor Aikya guarantees repayment of capital or
any particular rate of return from the Fund. There can be no assurance that the Fund
will achieve its investment objectives. The value of your units at any point in time
may be worth less than your original investment even after taking into account the
reinvestment of Fund distributions. Returns are not guaranteed, and you may lose some
or all of your money. The specific risks associated with investing in the Fund, and
the risks associated with the Fund’s investments, are discussed in Section 4 of the
Product Disclosure Statement. Neither PFSL nor Aikya gives any representation or
warranty as to the currency, reliability, completeness or accuracy of the information
contained in this website. All opinions and estimates included in this website
constitute judgments of Aikya as at the date of website creation and are subject to
change without notice. Past performance is not a reliable indicator of future
performance.
The Zenith Investment Partners (ABN 27 103 132 672, AFS Licence 226872) (“Zenith”)
rating (assigned October 2024) referred to in this piece is limited to “General Advice”
(s766B Corporations Act 2001) for Wholesale clients only. This advice has been prepared
without taking into account the objectives, financial situation or needs of any
individual, including target markets of financial products, where applicable, and is
subject to change at any time without prior notice. It is not a specific recommendation
to purchase, sell or hold the relevant product(s). Investors should seek independent
financial advice before making an investment decision and should consider the
appropriateness of this advice in light of their own objectives, financial situation and
needs. Investors should obtain a copy of and consider the PDS or offer document before
making any decision and refer to the full Zenith Product Assessment available on the
Zenith website. Past performance is not an indication of future performance. Zenith
usually charges the product issuer, fund manager or related party to conduct Product
Assessments. Full details regarding Zenith’s methodology, ratings definitions and
regulatory compliance are available on our Product Assessments and at Fund Research Regulatory Guidelines
The rating issued 05/2024 is published by Lonsec Research Pty Ltd ABN 11 151 658 561
AFSL 421 445 (Lonsec). Ratings are general advice only, and have been prepared without
taking account of your objectives, financial situation or needs. Consider your personal
circumstances, read the product disclosure statement and seek independent financial
advice before investing. The rating is not a recommendation to purchase, sell or hold
any product. Past performance information is not indicative of future performance.
Ratings are subject to change without notice and Lonsec assumes no obligation to update.
Lonsec uses objective criteria and receives a fee from the Fund Manager. Visit
lonsec.com.au for ratings information and to access the full report. © 2024 Lonsec. All
rights reserved.
The Genium rating (assigned August 2024) presented in this document is issued by Genium
Investment Partners Pty Ltd ABN 13 165 099 785, which is a Corporate Authorised
Representative of Genium Advisory Services Pty Ltd ABN 94 304 403 582, AFSL 246580. The
Rating is limited to “General Advice” (s766B Corporations Act 2001 (Cth)) and has been
prepared without taking into account the objectives, financial situation or needs of any
individual, including target markets of financial products, where applicable, and is
subject to change at any time without notice. Past performance information is for
illustrative purposes only and is not indicative of future performance. It is not a
recommendation to purchase, sell or hold the relevant product(s). Investors should seek
independent financial advice before making an investment decision in relation to this
financial product(s). Genium receives a fee from the Fund Manager for researching and
rating the product(s). Visit Geniumip.com.au for information regarding Genium’s Ratings
methodology.