Prospective investors may apply to invest at any time. However, the ACO Instrument Fund is open to wholesale investors only, with a minimum investment requirement of $50,000.
Please refer to your accountant, financial adviser, or the Corporations Act for the definition of a ‘wholesale client.’ Applicants will need to provide an accountant’s certificate confirming their status as a wholesale client.
If you meet the wholesale prerequisite and would like to apply to invest, please download and read the fund’s information memorandum.
To start a conversation about investing in the ACO Instrument Fund, please contact our Investor Relations Manager Yeehwan Yeoh via email at [email protected] or call +61 2 8274 3878.
If you are not looking for an investment product but would like to support the Orchestra's use of these instruments, you can make a tax-deductible donation to help fund the care and maintenance of our instrument collection.
The Fund’s circle of investors includes a number of individuals via their self-managed super funds (SMSFs), private ancillary funds (PAFs), as well as family trusts and foundations. The Fund’s assets comprise of four rare instruments made in 16th and 17th century Italy during the ‘Golden Age’ of instrument making.
As well as its financial potential, investment in a fine instrument represents a strong philanthropic commitment. You will directly support the ongoing success of Australia’s most revered performing ensemble, becoming a patron of the virtuosos to whom the instruments are loaned.
Investments in the Fund also contribute to Australia’s cultural landscape, providing thousands with the opportunity to attend performances that could not be achieved with lesser instruments, and helping support the future of music in Australia.
The unit price of the Fund is revalued at least once every two years. Valuations of the Fund’s assets are conducted by reputable valuers at least every three years, generally in US Dollars as relevant to the market for fine instruments.
In 2011, the Fund was launched at a unit price of $1.00. The current unit price is $1.45.
Note: Past performance is not a reliable indicator of future performance.Click the links below to download the ACO Instrument Fund's Annual Reports:
2018-2019 ANNUAL REPORT
2017-2018 Annual Report
2016-2017 Annual Report
2015-2016 Annual Report
2014-2015 Annual Report
2013-2014 Annual Report
2012-2013 Annual Report
2011-2012 Annual Report
Current investors in the ACO Instrument Fund are:
Stephen & Sophie Allen
John & Deborah Balderstone
Guido Belgiorno-Nettis AM & Michelle Belgiorno-Nettis
Bill Best
Benjamin Brady
Sam Burshtein & Galina Kaseko
Sally Collier
Michael Cowen & Sharon Nathani
Marco D’Orsogna
Dr William Downey
Garry & Susan Farrell
The late Ian Wallace & Kay Freedman
Gammell Family
Adriana & Robert Gardos
Daniel & Helen Gauchat
Edward Gilmartin
Lindy & Danny Gorog Family Foundation
Tom & Julie Goudkamp
Laura Hartley & Stuart Moffat
Philip Hartog
Peter & Helen Hearl
Brendan Hopkins
Angus & Sarah James
Paul & Felicity Jensen
Jos Luck
Knights Family Jabula Foundation
Mangala SF
Media Super
Nelson Meers Foundation
Daniel & Jackie Phillips
Jo Phillips
Sam Reuben & Lilia Makhlina
Ryan Cooper Family Foundation
Andrew & Philippa Stevens
John Taberner & Grant Lang
Dr Lesley Treleaven
Carla Zampatti Foundation
