Your investments
To declare your eligibility and invest the Core Infrastructure Fund, simply follow the steps below. You’ll receive an Information Memorandum (IM) from our Fund trustee. This is the official offering document and investment application. Read it carefully, then send in your completed application with backup documents.
As trustee of our Fund, Evolution Trustee is the issuer of the offer document (Information Memorandum). When you apply to invest, fund registry Automic Group is responsible for verifying your information and issuing your “unitholder” statement once the investment is complete.
For more information about Evolution, click here. And for more information about Automic, click here.
You could be eligible to invest in the Core Infrastructure Fund if:
- You are an individual or family office with net assets of $2.5 million or more and annual income greater than $250,000.
- You manage an SMSF with net assets of $2.5 million or more or annual income greater than $250,000.
- You are a financial advisor and use either Netwealth or Powerwrap to administer your clients’ investments. Or a fund manager who qualifies as a wholesale investor.
Ready to learn more? Follow these simple steps.
Step 1:
Check with your regular accountant or financial advisor to make sure you qualify as a “sophisticated” or “wholesale” investor
Step 2
Declare your interest in the fund and get a copy of our Information Memorandum, which includes options to apply online or use the printed form.
Step 3
Complete and submit the online form or send the print form and accompanying documentation to the address or email listed on the application.
Step 4
Once our trustees verify your information, your funds will be invested and we’ll issue you with a “unitholding statement.” Then you can sit back and enjoy the diversity and steady performance of your real, concrete investments.