Foundation Investor Fee Discount
A Foundation fee discount (including family and friends) is applied to early investors in the new Fund.
Foundation fees for early investors are 0.5% and 15% performance fee above the cash hurdle (plus GST). This will apply automatically to those who invest, for a minimum 3 year commitment, during 1 February 2021 until 25 January 2022. The Investment Manager also intends to retain this attractive fee level long term – to apply to all capital invested within the Fund’s first year – for the benefit of Foundation investor performance.
The Fund fees for capital and those investing from February 2022 onwards are still competitive, being a 0.8% management fee and 20% performance fee above the cash hurdle (plus GST).
Our Fund is only available to wholesale investors as defined by the Corporation Act who have an accountant’s certificate showing a gross income of over $250,000 per annum in each of the previous two years and or net assets of at least $2.5 million (reg 6D.2.03 and reg 7.1.28).
“Jerome is an extremely insightful, well-researched portfolio manager and leading institutional investor. He applies himself fully to the difficult challenge of navigating complex investment markets. He also makes every effort to align portfolios to what clients want and need. Jerome cares deeply about producing industry leading results for clients, and routinely manages to do so.”
“Jerome Lander is absolutely one of the best active manager selectors in the business.”
“Jerome Lander has managed my family office portfolio for more than 5 years. He achieved average returns for me of 20% per annum and thrashed Australian Super’s returns every single year I tracked him, in both up markets and down. Furthermore, he did this with a more diversified and lower risk portfolio and showed tremendous quality decision making and investment insight. I’ve personally invested a significant proportion of my assets in Wealthlander.”
“Jerome is one of those rare individuals who has a very specialist skill in assessing the capabilities of professional Fund managers, as well as constructing actively managed portfolios made up of those professional Fund managers, particularly in the area of alternative investments. I am confident that those who invest with Jerome will have their money managed by very capable hands. I have personally known and worked with Jerome since 2015 and will continue to do so.”