AgFood Opportunities Fund

The AgFood Opportunities Fund is a unit trust established to give investors alternative investment exposure to the Agriculture and Food space, with the aim to achieve a targeted return of at least 8-10% p.a. over a 3-year period.

The AgFood Fund uses a combination of fundamental and technical analysis to assess potential inclusions into the portfolio. Our portfolio reflects a combination of emerging and established assets that encompass our investment thesis. Their business models are scalable, exhibit good capital preservation relative to their position in the business lifecycle, and have proactive management that listen and respect external advisors.

The Objectives of the Fund are as follows:

• To deliver consistent 8-10+% pa returns via investment across the agribusiness and food cycles
• To provide carefully selected Australasian private companies with external capital to help them accelerate their growth
• To take advantage of significant valuation dislocations across Australasian and global listed companies

The Strategy of the Fund is to:

Achieve its objectives over a 3-year time horizon by leveraging its expertise, experience and networks to:

• Invest in companies whose business operates within an attractive niche of either the Agriculture or Food industries and has scope to grow.
• Identify opportunities by understanding a company’s supply chain position and the challenges it faces.
• Partner with companies that demonstrate active listening and doing. They need to respect external advisers and utilize their experience to foster scalable growth
• Identify companies which seek to employ and retain experienced people across their business.
• Look for Co-investment opportunities to manage preservation of capital.
• Own unlisted companies with a 12-24-month path to an IPO and/or a convertible note position; and
  listed equities. These companies should be positioned to deliver the possibility of a major step in value.

The Fund is an Absolute return fund with the following characteristics:

• No short selling of investments
• Can use derivatives and other tools to manage risk
• The unlisted investments can be either equity or debt instruments (e.g. Convertible Notes, financing arrangements)

The Fund portfolio will typically consist of 15-25 listed and unlisted investments. Up to 10% of the portfolio can be held in cash. The 10% cash maximum can be adjusted up or down with Board approval. The Fund can invest in listed & unlisted Australian, New Zealand and Rest of the World securities & companies, as well as in securities expected to be listed on the OECD exchanges.

AgFood Fund Pty Ltd  ACN 628 200 448 AFSL Authorised Representative No 126679 AgFood Fund Pty Ltd is the fund manager of the AgFood Opportunities Fund (Fund). Melbourne Securities Corporation Limited ACN 160 326 545 AFSL 428289 (Trustee) is the trustee of the Fund. The Fund is only available to investors who are Wholesale Clients, and are not Retail Clients, all within the meaning of the Corporations Act 2001. AgFood Fund Pty Ltd is an authorised representative of PAC Asset Management Pty Ltd (ACN 134 783 583, AFSL No. 335 374). AgFood Fund Pty Ltd  is authorised to provide general financial product advice and to deal in interests in Australian managed investment schemes. This website contains general information only and does not take into account any person’s objectives, financial situation or needs and accordingly does not constitute personal advice for the purposes of section 766B(3) of the Corporations Act 2001.

The general information on this website does not constitute an offer to invest in the Fund and should not be used as the basis for making an investment in the Fund. Before making an investment in the Fund, you should consider important information about risks, costs and fees in the relevant disclosure document available by contacting Patrick Gibson via pgibson@agfood.com.au. The Information Memorandum for the relevant Fund is available by contacting Patrick Gibson via pgibson@agfood.com.au. Any investment is subject to risk, including possible loss of income or capital invested. None of  AgFood Fund Pty Ltd, the Trustee, MSC Advisory or any of their officers, advisers, agents or associates guarantees in any way the performance of the Fund. Past performance is not an indicator of future returns. The content of this website is current at the time of publication and may be amended or revoked by AgFood Fund Pty Ltd  at any time.