For New Investors

The Ophir Opportunities Fund is currently closed to new investors.

The Ophir High Conviction Fund utilises the same investment process, can also invest in mid-cap companies and has an approximately 50% overlap in stock holdings. It is available to new investors and its fund page can be found here.

As an ASX-listed investment trust, new and existing investors can purchase or sell units on the ASX via their financial adviser or online trading platform.

1.

Read the Offer Document

The Ophir High Conviction Fund Product Disclosure Statement is available here.

2.

Speak to your financial adviser or visit your online trading platform

You can access ‘OPH’ units via your financial adviser or preferred online trading platform (eg. CommSec, NAB Trade, Westpac Broking, ANZ Broking).

3.

Purchase on the ASX

Select an amount to invest in ticker code ‘OPH’.

1.

Read the Offer Documents

2.

Complete the application form

Complete and sign the application form.

3.

Submit the Application Form to the Fund Administrator

Email your application to Link Market Services at LFS_registry@linkgroup.com.

The Ophir Global Opportunity Fund is also available for investment on both the Netwealth and Hub24 platforms. The APIR code is OPH2093AU.

For Existing Investors

Ophir High Conviction Fund investors can access their holding details, distribution statements and all relevant administration forms by visiting Boardroom Pty Ltd’s InvestorServe website.

New InvestorServe users can register for an account in three simple steps:

1.

Visit investorserve.com.au and select ‘register now’

2.

Complete your details

Complete the details on your Ophir holding including holding type and securityholder reference number. This information can be found on your holding statement or by contacting Boardroom Pty Ltd on 1300 737 760.

3.

Select ‘register’ to set up your account

All enquiries relating to your holding in the Ophir High Conviction Fund and/or the administration of these holdings can be directed to Boardroom Pty Ltd.

Phone Within Australia:
1300 737 760
Phone Outside Australia:
+61 (0) 2 9290 9600

The Ophir High Conviction Fund is maintained by Boardroom Pty Ltd.

For Institutional Investors & Financial Advisers

 

For institutional investors and financial advisors looking for further information on how to access the Ophir Funds complete the form below and we will be in touch with more information.