OC Investment Trust
The OC Investment Trust (the Trust) is an unregistered managed investment scheme established to invest in OurCrowd’s unique equity crowd funding platform and a diversified portfolio of its underlying deals.
The Trust has an initial investment horizon of 7 years and will invest roughly equal amounts in Class A Units in the OurCrowd International General Partner LP (GP Partnership) and Partnership Units in the OurCrowd International Investment III LP (Investment Partnership), with residual funds being held in cash.
OurCrowd is a leading equity crowd funding platform that has tapped into an expanding wealth market and offers unprecedented access to start-up investing. Funds allocated to the GP Partnership are used to grow professional, development and marketing teams and expand its international footprint. Key focus is placed on strategic opportunities including geographic expansion, platform expansion to support scale, operational effectiveness optimisation, and crowd funding market place establishment.
The remaining half of funds raised invests in a portfolio of 50-100 early stage companies, matching the investments made on OurCrowd’s platform. Each investment in the Investment Partnership undergoes a rigorous due diligence process and is approved by the Investment Committee who assesses key investment criteria such as management, market size, product offering, differentiation, traction and sponsorship.
The investment manager of the Trust, Julliard Advisory Group Pty Ltd (the Manager), is a boutique wealth management practice servicing predominantly high net worth individuals and families. The Director and founding principal, Jean-Pierre Julliard, has over 30 years’ experience in financial services and the practice is supported by a stable and experienced team of financial services professionals.
One AR Pty Ltd acts as the trustee for the Trust, and members of One Investment Group provide custody, administration and registry services to the Trust.
Should you have any queries, please contact us on [email protected] or call us on (02) 8277 0000.