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.
Read the Offer Document
The Ophir High Conviction Fund Product Disclosure Statement is available here.
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).
Purchase on the ASX
Select an amount to invest in ticker code ‘OPH’.
Read the Offer Documents
Complete the application form
Complete and sign the application form.
Submit the Application Form to the Fund Administrator
Email your application to Link Market Services at LFS_registry@linkgroup.com.
The Ophir Global Opportunities Fund is also available for investment on both the Netwealth and Hub24 platforms. The APIR code is OPH2093AU.
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:
Visit investorserve.com.au and select ‘register now’
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.
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.
The Ophir High Conviction Fund is maintained by Boardroom Pty Ltd.
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.
Subscribe to receive our latest insights, including market insights, stock commentary and fund performance direct to your inbox.