Resources
All fund documents
Tacking Point International Fund
Retail Wholesale 5 documents
Monthly Performance Report
Monthly · Updated June 2026
PDF · 503.2 KB
2 previous versions Show Hide
May 2026
PDF · 584.6 KB
December 2025
PDF · 384.7 KB
Product Disclosure Statement (PDS)
Updated July 2026
PDF · 898.4 KB
Reference Guide
Updated July 2026
PDF · 62.2 KB
Target Market Determination (TMD) Retail
Updated July 2026
PDF · 129.3 KB
Target Market Determination (TMD) Wholesale
Updated July 2026
PDF · 129.2 KB
Tacking Point All Cap Equities Fund
Wholesale 1 document
Monthly Performance Report
Monthly · Updated June 2026
PDF · 547.5 KB
3 previous versions Show Hide
Tacking Point Equity Income Fund
5 documents
Application Form – Class A
Updated Application Form – Class A
PDF · 590.6 KB
Monthly Performance Report
Monthly · Updated 31 August 2026
PDF · 477.2 KB
7 previous versions Show Hide
31 July 2026
PDF · 478.0 KB
30 June 2026
PDF · 766.0 KB
31 May 2026
PDF · 673.7 KB
30 April 2026
PDF · 646.4 KB
31 March 2026
PDF · 1.2 MB
28 February 2026
PDF · 646.5 KB
31 January 2026
PDF · 545.7 KB
Product Disclosure Statement (PDS) – Class A
Updated Product Disclosure Statement (PDS) – Class A
PDF · 72.6 KB
Reference Guide – Class A
Updated Reference Guide – Class A
PDF · 62.3 KB
Target Market Determination (TMD) Class A
Updated September 2026
PDF · 130.3 KB
General documents
2 documents
Financial Services Guide (FSG)
Updated Financial Services Guide (FSG)
PDF · 248.0 KB
Privacy Policy
Updated Privacy Policy
PDF · 217.4 KB