The information on the following page relates to a financial product available only to wholesale clients as defined in section 761G of the Corporations Act 2001. This includes sophisticated and professional investors.
By continuing, you confirm that you qualify as a wholesale client. Most investors establish this with an accountant’s certificate confirming net assets above $2.5 million or gross income above $250,000 in each of the last two financial years. If you are not sure whether you qualify, please contact us.
[PLACEHOLDER] Compliance to confirm this wording, and to confirm whether an accountant’s certificate template should be linked here as Pallas Capital does.
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Choose by the return you are targeting, the minimum you want to commit and the level of control you want over the portfolio.
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| Real Income Fund View fund → | Core Income Fund View fund → | Global Growth Equity Fund View fund → | IMA Service View service → | |
|---|---|---|---|---|
| Investor class | Retail | Wholesale | Wholesale | Wholesale |
| Structure | Registered scheme | Unregistered unit trust | Open-ended unit trust | Individual account |
| Target return | RBA cash rate plus 3% p.a. | BBSW plus 8% p.a. | 20% p.a. | Set per strategy |
| Minimum | $10,000 | $50,000 | $50,000 | $500,000 |
| Additional | $5,000 | $100,000 | See the IM | By agreement |
| Distributions | Monthly | Annually | Growth focus | Per strategy |
| Lock up | 12 months | 12 months | 3 months minimum | 12 months suggested |
| Security | Mortgages, PPSR assets, cash flows | Predominantly registered mortgages | Developed-market listed equities | Listed securities and funds |
| Offer document | PDS and TMD | Information Memorandum | Information Memorandum | Information Memorandum |
[PLACEHOLDER] Confirm every figure in this table against the current offer documents before publication. Figures are drawn from the PDS dated 3 June 2026, the Information Memorandum dated 22 July 2022 and the IMA Information Memorandum dated 8 March 2024.