Rajomon Growth Fund - Wholesale

Diversified access. Sophisticated insight.

Overview Fund Facts Portfolio Performance Invest Resources FAQ

Overview

Investment Objective

The Rajomon Wholesale Growth Fund targets a return of CPI + 3.5% p.a. (net of fees) over rolling three-year periods, delivered through a diversified multi-asset portfolio. The Fund is designed to provide long-term capital appreciation with an income profile, guided by asset allocation framework and a focus on risk-adjusted outcomes.

Investment Objective

The Fund invests across growth and defensive asset classes. We take a top-down approach, making strategic and tactical asset allocation decisions to align with market conditions. To enhance returns, the portfolio includes alternative assets — with a focus on health, technology, innovation, and access to Rajomon’s proprietary health-focused property investments.

Features & Benefits

Diversified by Design

The Fund spans multiple asset classes to reduce concentration risk and enhance portfolio resilience.

Wholesale-only flexibility

Access investment opportunities beyond the scope of retail funds, including private market strategies and bespoke mandates.

Return-focused

We focus on delivering steady capital growth and income — underpinned by sophisticated insight and disciplined portfolio construction.

Fund Facts

Overview

Fund Type:

APIR Code:

Recommended Time Frame:

Asset Classes:

Target Return:

Investment Manager:

Unlisted Registered Managed Investment Scheme

VIL3421AU

3 years

Property Securities, Australian Equities, International Equities, Fixed Income Securities, Credit, Alternative Investments and Cash.

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:

Fee

Entry/Exit Fees

Dates:

Up to twice per year

1.59% p.a

Nil

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%

0% - 15%

7% - 15%

0%-50%

20%

27%

10%

100%

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

Application powered by

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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

Resources

Your hub for Rajomon forms, support material,
and essential documents.

Information Memorandum

Key details on the fund’s terms, strategy, risks, and structure.

Performance Fact Sheet

Snapshot of recent returns, portfolio mix, and core metrics.

Application Form

Form to apply for your initial investment in the fund.

Additional Investment Form

For existing investors to top up their current investment.

FAQ

Got a question? We’ve covered the essentials below.

Expand your Portfolio. Scale with strategy

Explore how the Rajomon Wholesale Growth Fund fits into your broader investment strategy

+0396999154

Talk to us

Opening Hours

Mon-Fri: 9:00 am – 5:00 pm

Address

Lvl 5, 2 – 4 Ross Place South Melbourne Vic 3205

Contacts

(03) 9699 9154

Info@rajomon.com.au

Po-Box 61 South Melbourne, Vic, 3205

Social Network

Rajomon calls Wurundjeri Country home. We wish to acknowledge the Traditional Owners and their continued connection to land, sea, culture and community. We pay our respects to Elders past and present. We recognise that sovereignty has never been ceded.

Important information

Issued by Rajomon Pty Ltd (ABN xx xxx xxx xxx), Australian Financial Services Licence (AFSL) xxxxxx as part of Rajomon Pty Ltd (ABN xx xxx xxx xxx) (‘Rajomon’).

General advice

This material is for your information only and is not intended to represent specific investment or professional advice. Information provided does not take into account your personal financial circumstances, objectives or needs. To the extent permitted by law, Rajomon expressly disclaims all responsibility for any loss, injury, claim, liability or damage resulting from any reliance placed on the contents of this website. Before acting on information or general advice on this website, you should first consider its appropriateness for your particular objectives, financial situation or needs. You may seek the assistance of an adviser or an independent legal professional. If the general advice relates to the acquisition, or possible acquisition of a particularfinancial product, you should read the appropriate Financial Services Guide (FSG), Product Disclosure Statement (PDS) and/or Target Market Determination (TMD) for the relevant financial product before making any decision about whether to acquire, or continue to hold interests in, the Product. These documents can be obtained free of charge by contacting your Adviser or Rajomon in writing.

Investment Performance

It is important to understand that past performance is not a reliable indicator of future performance. All investments carry risk. Rajomon does not guarantee any particular rate of return or performance of any investment. Any investment is subject to market and other risks. Please consult the relevant PDS for more information. These documents can be obtained free of charge by contacting your Adviser or Rajomon in writing.