Contact
Trivesta Group –
Your Global Financial Partner, Delivering Trusted Support and Expertise
Suite 25.01B, Level 25, International Tower One, Barangaroo NSW 2000
1800 235 503 (within Australia) / +61 2 8319 2341 (outside Australia)
Suite 25.01B, Level 25, International Tower One, Barangaroo NSW 2000
Trivesta FUNDS INSIGHT
Frequently Asked Questions
Find answers to common questions about Trivesta Funds.
FAQ
How do I apply for units under the Fund.
To open an account, you must first meet the eligibility criteria as a wholesale investor. Contact Trivesta directly through the website to begin the onboarding process, which includes verification and documentation steps.
What is the minimum investment amount required to invest in (or invest with) Trivesta Funds?
The minimum initial investment is AUD 500,000 or AUD 100,000 (with account certificate), with increments requiring a minimum of AUD 100,000.
What documents are needed to open an account with Trivesta Funds?
You will need to provide proof of your status as a wholesale investor, identification documents, and any other information required for compliance with Australian financial regulations.
How do I track my investment performance?
Trivesta provides regular reports and updates on fund performance. You may also receive access to an online portal for real-time tracking of your investment.
Are there any fees associated with opening or maintaining an account?
Trivesta outlines all applicable fees in the Information Memorandum (IM). Fees typically include 2% management fees.
Can I withdraw my investment at any time?
The withdrawal terms and conditions are set out in the Information Memorandum. The fund generally offers two redemption windows per month, on the 7th and 21st. A minimum of two weeks’ prior notice is required for the processing of withdrawal requests. No penalties apply to withdrawals.