Becoming An Investor

ACO Violinist Maja play an Instrument Fund owned instrument

The ACO Instrument Fund offers wholesale investors the opportunity to participate in the ownership of a bank of historic stringed instruments which are lent by the Fund to the ACO. Since its launch in 2011, the ACO Instrument Fund’s investors have steadily grown to include individuals via their self-managed super funds (SMSFs), private ancillary funds (PAFs), as well as family trusts and foundations.

As well as its financial potential, investment in a fine instrument represents a strong philanthropic commitment, in this case supporting the ongoing success of Australia’s most revered performing ensemble. In effect, the investor becomes a patron of the virtuosos to whom the instruments are loaned.

An investor also contributes 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.

 

Prerequisites

The ACO Instrument Fund is open to wholesale investors only, with a minimum investment requirement of $50,000.

Please refer to your accountant or financial adviser for the definition of a ‘wholesale client’ or the Corporations Act. Applicants will need to provide an accountant’s certificate confirming their status as a wholesale client.

 

Key Documents

The fund’s Brochure and Information Memorandum can be downloaded below.

Instrument Fund BrochureInformation Memorandum

 

How To Invest

To start a conversation about investing in the ACO Instrument Fund, please contact our Investor Relations Manager:

Yeehwan Yeoh
yeehwan.yeoh@aco.com.au
+61 2 8274 3878

 

Performance To Date

The Fund launched in 2011 with a unit price of $1.00. In 2015, the Fund was revalued at $1.40, a price that was maintained during the Fund’s most recent valuation in 2017.

Note: Past performance is not a reliable indicator of future performance.