LGI Progressive Equity Fund

The LGI Progressive Equity Fund is an unregistered domestic equity trust offering the opportunity for wholesale investors to invest in Australian equities, equity based derivatives and cash, and also interests in managed investment schemes.

The Fund is an open ended fund with a minimum commitment of $500,000 and redemption of $500,000 or 5000 units.

The Manager of the Fund is LGI Absolute Return Fund Pty Ltd.

Fund Objectives:

• maximise the wealth of our clients be delivering our stated return targets and continually enhancing our services to meet our clients' needs
• high tax-effective yield
• exposure to growth
• capital preservation sought in extended market and bearish or weak market environments
• experienced equity fund managers
• lower correlation to equities than conventional funds

Fund Characteristics:

• provides enhanced income with exposure to capital growth in positive market environments
• actively manages downside risk during extended or weak market environments
• absolute return focus
• capital Growth
• yield

Fund Raising Details:

• Wholesale target investors:
  • Corporate Super funds
  • Industry funds
  • Insurance companies
  • Sophisticated investors