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Quarterly Newsletter

Documents
IPE GTF 2024 Jun Quarterly Newsletter.pdf
08 August 2024
IPE GTF 2024 Mar Qtr Newsletter.pdf
08 August 2024
Iron Pot Equities Quarterly Newsletter - December 2023
25 January 2024
Iron Pot Equities Quarterly Newsletter - September 2023
01 October 2023
iron pot

2 Kelly Street
Battery Point
Tasmania 7004

1300 464 956 info@ironpotequities.com.au

Main navigation

  • About IPE
    • Iron Pot Equities Pty Ltd
    • Founders
    • Our History
  • IPE Global Technology Fund
    • Fund Infrastructure
    • Fund Snapshot
    • Fund Objective
    • Investment Strategy
    • Investment Approach
    • Portfolio Guiding Parameters
    • Fees
    • Performance History
    • Portfolio Profile
  • Investors
    • Existing Investors
    • New Investors
    • Quarterly Newsletter
  • Contact

 

The Global Technology Fund (Fund) is an unregistered managed investment scheme in the form of an Australian unit trust. The Fund is only available to investors that are wholesale clients as defined in s761G of the Corporations Act 2001 (Cth).

Iron Pot Equities Pty Ltd (ACN 637 888 398 AFSL 548 941 ) is the investment manager of the Fund (Investment Manager). The Investment Manager's authority under its Australian Financial Services Licence authorises the licensee to carry on a financial services business to: (a) provide general financial product advice only, for the following classes of financial products: (i) deposit and payment products limited to: (A) basic deposit products; (B) deposit products other than basic deposit  products; (ii) interests in managed investment schemes excluding investor directed portfolio services; and (iii) securities; and (b) deal in a financial product by: (i) applying for, acquiring, varying or disposing of a financial product on behalf of another person in respect of the following classes of products: (A) deposit and payment products limited to: (1) basic deposit products; (2) deposit products other than basic deposit products; (B) interests in managed investment schemes excluding investor directed portfolio services; and (C) securities; to wholesale clients. 

This website contains information about the potential issue of interests in the Fund, but it is not intended to be used by any other persons in any other jurisdiction if and to the extent that to do so would be in breach of Australian laws, or the laws of any foreign jurisdiction.

This website contains general information only and is not intended to provide any person with financial advice. It does not take into account any persons’ (or class of persons) investment objectives, financial situation or particular needs, and should not be used as the basis for making an investment in the Fund. Neither the Investment Manager nor Trustee make any representation as to the accuracy, completeness, relevance or suitability of the information, conclusions, recommendations or opinions contained on this website (including, but not limited to any forecasts made). No liability is accepted by any of these entities or their respective directors, officers, employees, agents or advisors for any such information, conclusions, recommendations or opinions to the fullest extent possible under applicable laws.

This website may contain forward looking statements regarding our intent, belief or current expectations with respect to market conditions. Readers are cautioned not to place undue reliance on these forward-looking statements. The Investment Manager does not undertake any obligation to revise any forward-looking statements to reflect events and circumstances after the date of this publication.

Neither the Investment Manager nor Trustee guarantee the repayment of capital, the performance of any investment or the rate of return for the Fund. Past performance is not necessarily indicative of future performance.

 

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