A NEW CLASS OF INVESTMENT
SPARE PARTS TRUST #1
The Spare Parts Trust #1 is a closed ended unlisted trust that invests in heavy earthmoving components and parts. Actively managed, this high conviction Trust aims to provide investors with a low level of volatility and regular income over the life of the Trust.
As an alternative asset class, the returns generated by the Spare Parts Trust #1 are expected to be uncorrelated with traditional financial assets, providing investors with diversification by component and equipment type, the value of asset, resource, sector, and strategies employed.
Asset backed, the Trust invests in physical assets designed to provide consistent returns through the market cycle*.
| TYPE OF INVESTMENT | Wholesale Unit Trust or Unregistered Managed Investment Scheme (MIS) |
|---|---|
| INVESTMENT MANAGER | YELLOWCHIP FUNDS GROUP PTY LTD |
| TRUSTEE | QUAY WHOLESALE FUND SERVICES PTY LTD |
| TRUST DESCRIPTION | The Trust invests invests in heavy earthmoving components and parts generally utilised in the civil, construction and mining sectors. |
| INVESTMENT OBJECTIVES | To provide Investors access to an alternative asset class with low volatility and income over the life of the Trust. |
| INVESTMENT STRATEGY | The Trust is permitted to invest in domestic and international assets. Managed by component type and machine category, the Trust Assets can include new, used and rebuilt components, surplus parts and associated capital assets. Investment strategies regularly employed include Trading, Service Exchange, and Asset Pooling. |
| MINIMUM INITIAL INVESTMENT | A$250,000 |
| DISTRIBUTIONS | Annually. Distribution reinvestment plan available, distributions will be reinvested unless advised otherwise. |
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