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30 Apr
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Sunlight Partners Pty Ltd ACN 692 333 814 (Sunlight Partners) is a corporate authorised representative (CAR) (CAR Number 001318559) of Boutique Capital Pty Ltd ACN 621 697 621 (Boutique Capital) AFSL 508011. CAR is an investment manager of the fund(s) described elsewhere in this document, or in other documentation (Fund). This document contains general advice only and has been prepared by Sunlight Partners for individuals identified as wholesale investors for the purposes of providing a financial product or financial service, under Section 761G or Section 761GA of the Corporations Act 2001 (Cth). The information herein is presented in summary form and is therefore subject to qualification and further explanation. The information in this document is not intended to be relied upon as advice to investors or potential investors and has been prepared without taking into account personal investment objectives, financial circumstances or particular needs. Recipients of this document are advised to consult their own professional advisers about legal, tax, financial or other matters relevant to the suitability of this information. The investment summarised in this document is subject to known and unknown risks, some of which are beyond the control of Sunlight Partners and their directors, employees, advisers or agents. Sunlight Partners does not guarantee any particular rate of return or the performance of the Fund, nor does Sunlight Partners and its directors personally guarantee the repayment of capital or any particular tax treatment. Past performance is not indicative of future performance. The materials contained herein represent a general summary of Sunlight Partners current portfolio construction approach. Sunlight Partners is not constrained with respect to any investment decision making methodologies and may vary from them materially at its sole discretion and without prior notice to investors. Depending on market conditions and trends, Sunlight Partners may pursue other objectives or strategies considered appropriate and in the best interest of portfolio performance. There are risks involved in investing in the Sunlight Partners' strategy. All investments carry some level of risk, and there is typically a direct relationship between risk and return. We describe what steps we take to mitigate risk (where possible) in the Fund’s Information Memorandum. It is important to note that despite taking such steps, Sunlight Partners cannot mitigate risk completely. This document was prepared as a private communication to clients and is not intended for public circulation or publication or for the use of any third party, without the approval of Sunlight Partners. Whilst this document is based on information from sources which Sunlight Partners considers reliable, its accuracy and completeness cannot be guaranteed. Data is not necessarily audited or independently verified. Any opinions reflect Sunlight Partners' judgment at this date and are subject to change. Sunlight Partners has no obligation to provide revised assessments in the event of changed circumstances. To the extent permitted by law, Boutique Capital, Sunlight Partners and their directors and employees do not accept any liability for the results of any actions taken or not taken on the basis of information in this report, or for any negligent misstatements, errors or omissions. This document is for informational purposes only and is not a solicitation for units in the Fund. Application for units in the Fund can only be made via the Fund’s Information Memorandum and Application Form. Compliments, Complaints & Suggestions. Website Terms of Use.