We invest your capital the same way we invest ourselves.

At Ophir, when we invite individuals and institutions to ‘invest with us’, the offer carries two distinct meanings.

The first is an invitation to entrust your capital with the Ophir team and the extensive experience and track record the investment managers bring with them in delivering long term outperformance in the small and mid-cap space.

We’re also inviting you to invest alongside our own personal investments. The Ophir Funds represent the only liquid investment of the Senior Portfolio Managers and their families, ensuring close alignment between investors and managers.

How to invest

Direct investment in The Ophir Funds requires all investors to be classified as either Sophisticated or Professional Investors. The Funds are also available via a small number of investment wrap platforms – retail investors should contact their Financial Advisors for more detail. The minimum investment in the Ophir Funds is $100,000.

  • For New Investors

    To request information and documentation on the Ophir Fund’s currently available for investment, please complete the form below.

    The Australian Government (ASIC) requires wholesale funds to identify potential investors as ‘sophisticated or non-sophisticated investors’. ASIC defines a sophisticated investor as an individual/ party who has net assets of at least $2.5 million or gross income for each of the last two financial years of at least $250,000 p.a.
  • For Existing Investors

    For existing investors in the Ophir High Conviction Fund, simply complete and return an Additional Application form, located here.

    Due to capacity constraints additional investments are not currently available in the Ophir Opportunities fund.

  • For Institutional Investors & Financial Advisors

    For institutional investors and financial advisors looking for further information on how to access the Ophir Funds, please contact Investment Director Rob Saunders on rob.saunders@ophiram.com or (02) 8188 0397.