Infinity private
assets fund
IPAF leverages Infinity’s top-down-bottom-up investment approach and expertise in multi-asset investing to deliver the benefits of private asset investing to wholesale investors in a single, easy to use fund.
IPAF KEY
INFORMATION
APIR: DAM3719AU
Investment Objective
The Fund aims to deliver a return above the Benchmark (annualised) after fees (but before Performance Fees) over a full investment cycle viewed to be 5 to 7 years.
Benchmark
8% per annum annualised return of the value of the Net Assets of the Fund.
Suggested Investment Period
Minimum of 5 to 7 years.
Pricing: Monthly
Applications: Monthly
Minimum Investment Amount: $100,000
Fund Inception: 01/03/2023
Service Providers
Trustee
Ironbark Asset Management (Fund Services) Ltd
Administrator/Custodian
State Street Australia Ltd
RATINGS
The Infinity Asset Management Private Assets Fund has been rated Superior by independent research firm SQM Research.1
Contact your IAM representative for a copy of the report.
INFORMATION
MEMORANDUM (IM)
By downloading this document you are confirming that you are a wholesale investor.
HOW TO GET STARTED?
To find out more about working with Infinity, contact us today.
1 The rating referred to on this website is issued by SQM Research Pty Ltd ABN 93 122 592 036 AFSL 421913. SQM Research is an investment research firm that undertakes research on investment products exclusively for its wholesale clients, utilising a proprietary review and star rating system. The SQM Research star rating system is of a general nature and does not take into account the particular circumstances or needs of any specific person. The rating may be subject to change at any time. Only licensed financial advisers may use the SQM Research star rating system in determining whether an investment is appropriate to a person’s particular circumstances or needs. You should read the product disclosure statement and consult a licensed financial adviser before making an investment decision in relation to this investment product. SQM Research receives a fee from the Fund Manager for the research and rating of the managed investment scheme.