The following funds have been designed specifically for SIV investors and focus on SIV compliance and capital preservation & growth.
The SIV complying investment rules require a minimum investment of 10% ($500,000) into a venture capital or private equity fund.
Settlers offers a registered Venture Capital Limited Partnership (VCLP) that’s been designed specifically for SIV investors.
The Settlers Venture Capital Fund has been established to provide investors with an opportunity to invest in venture capital, an asset class with the potential to generate very high levels of capital growth. The VC Fund targets Australian-based private companies across a range of industries, including technology, healthcare, and education.
The SIV complying investment rules require minimum investment of 30% ($1.5 million) in a managed fund that invests in Australian Emerging Companies.
The Fund seeks to invest in companies with outstanding performance and attractive share prices, while exercising a deep understanding of the macroeconomic environment to manage investment risk.
The objective of the Fund is to provide investors with the opportunity to invest in individual or a portfolio of investments sourced by the Investment Manager which meets the complying emerging companies investment criteria under the SIV Instrument.
Settlers offers a balancing investment of up to $3 million invest in a combination of eligible assets that include Australian listed securities, eligible corporate bonds or notes, annuities and real property (subject to the 10 per cent limit on residential real estate).
The Fund provides investors with an opportunity to invest in commercial property, corporate bonds and listed equities to generate high levels of capital growth with managed risks.
Settlers SIV Balancing Investment Master Fund is designed specifically for SIV investors.