Syndication Responsible Investment Trust

The investment manager for the Syndication Responsible Investment Trust (ARSN 653 364 633) (Fund) is Syndication Responsible Asset Management Pty Ltd ACN 616 107 870 CAR 1288699 (Manager) authorised by Carden Treasury Corporation Pty Ltd ACN 003 912 089 AFSL 473495.

The Fund is a closed ended Registered Wholesale Australian managed investment scheme.

The Fund’s Investment Strategy is to identify, purchase, develop and manage investments that are both income producing and provide capital growth potential, within the scope of socially, and environmentally responsible, investment assets, and to achieve Impact Investment outcomes.

The Fund is targeting an average 21% per annum total return over the suggested minimum investment term (after fees and costs and the Fund’s tax*), from the aggregate of income and capital growth, with a minimum target of 6% per annum in distributed gross income.

This is not a forecast. It is a target return only, being an indication of what the Fund aims to achieve having regard to past similar investments undertaken by the principals of the Manager. Past performance is not a reliable indicator of future performance and the Fund may not be successful in achieving this objective.

This investment is currently available to wholesale investors only (as defined by the Corporations Act).

Additional information about the Fund can be found on the Manager’s website.

Should you have any queries, please contact us on or call us on (02) 8277 0000.