Rajomon Growth
Fund – Retail

Simplicity Managed By Experts

Overview

Investment Objective

Designed to deliver long-term capital growth by investing in a portfolio of growth-focused assets.

The Rajomon fund aims to achieve a minimum of 8% p.a after fees over rolling 3-year periods compromising both income and capital growth.

Investment Objective

The Fund will make direct investments into a diversified portfolio of listed and unlisted equities and indirect investments into real property assets via various managed investment schemes or vehicles as selected by the Investment Manager

Features & Benefits

Diversified by Design

Our fund spans Australian and global equities, property, fixed income, alternatives, infrastructure, cash and other asset classes for long-term growth.

Hands-on management

Led by an experienced team with over 100 years of combined expertise, delivering informed and disciplined portfolio management.

Tactically managed portfolio

We actively rebalance across asset classes to adapt to market shifts and capture new growth opportunities — all while staying aligned with our long-term strategy.

Fund Facts

Overview

Fund Type:
Eligibility:
APIR Code:
Recommended Time Frame:
Asset Classes: 
Target Return:
Investment Manager:
Unlisted Registered Managed Investment Scheme
Retail and Wholesale
VIL3421AU
3 years
Diversified portfolio spanning traditional and alternative asset classes.
8% p.a. after fees
Rajomon Asset Management

Fees and cost

Minimum Investment:
Fee:
Entry/Exit Fees:
Buy/Sell Spread:
$10,000
1.59% p.a
Nil
0.10% / 0.10%

Distribution

Frequency:
Dates:
Up to twice per year
30 June

Performance

Investment Profile — as at 31 January 2025

Asset Class

1 M

3 M

6 M

12 M

Inception (p.a.)

Inception Date

Investment Return
Rajomon Growth Fund
Investment Objective
2.72%
2.59%
0.67%
4.78%
4.39%
2.00%
6.10%
5.31%
4.00%
16.91%
15.32%
8.00%
19.41%
17.82%
8.00%
30 Sep 2023

Investment Profile — as at 31 January 2025

Unit Price

$1.13 As of 30th April 2025
$1.13 As of 30th March 2025
$1.13 As of 30th February 2025
$1.19 As of 30th January 2025

Portfolio

Asset Class

Range

Neutral Asset Allocation

Property Securities
Australian Equities
Global Equities
Income Securities
Credit Securities
Alternative Investments
Cash
Total
0% - 30%
20%-40%
20%-40%
0% - 15%
0% - 15%
7% - 15%
0%-50%
20%
27%
27%
7%
6%
10%
3%
100%

Fund Ratings

Our fund has been rated ‘Acceptable’ by research house, SQM Research.

Platforms & Network

Our trusted network of consultants, platforms, and partners supporting investor outcomes.

Ways to invest

Checklist when investing directly in Rajomon Growth Fund - Retail

Know What You’re Investing In

Read the Product Disclosure Statement and Fund Target Market Determination

Choose How You’d Like to Apply

Complete the application form online through Connexian or download the hard copy Application Form.

Invest Now

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Hard Copy

If you are making a hard copy application, send the application form to:
 Rajomon Asset Management
PO BOX 61, South Melbourne VIC 3205

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Our team is ready to assist you

Whether you’re ready to invest or just want to clarify a few things, our Investor Relations team is here to support you.

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