Hurdle Rate Unit Trust

The Hurdle Rate Unit Trust is an Australian fixed unit trust available for investment from wholesale investors worldwide. The trust seeks to acquire minority stakes in globally listed professional and financial services businesses.

Tristan Waine (Founder and Portfolio Manager) has been involved in accounting and financial advice since 2014. He seeks to utilise this domain expertise to acquire quality undervalued assets which provide our unitholders with exceptional returns.

Inception date 11 May 2023
Performance figures are shown in Australian dollars (AUD) and excludes franking credits.
Past performance is not indicative of future performance. Specific risks may impact on the possibility of such a return in the future.

Please note the following information has been prepared for use by Wholesale and Professional Investors only. By clicking Agree to download the fund letters or submit an application form, you are confirming you are a Wholesale Investor as defined by section 761G of the Corporations Act 2001.

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