InvestSMART

Kimberley Syndicate Trust Founders - Managed Fund

Fund Strategy
The Fund will seek to provide investors with capital growth over the medium to long term through the acquisition and sale of diamonds from Rio Tinto's closed Argyle Diamond Mine, located in the Kimberly region of Western Australia. Coloured diamonds from the Argyle Mine are considered the rarest and highest value of all diamonds. It was the fourth largest diamond mine globally, creased production in 2020 and is currently being remediated before being handed back to Traditional Owners.

Fund Performance Comparison

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Fund performance

  1M 3M 6M 1Y p.a. 2Y p.a. 3Y p.a. 5Y p.a. 10Y p.a.
Total return -% 14.19% 13.47% 12.11% 4.58% -% -% -%
Growth return 14.19% 14.19% 13.47% 12.11% 4.58% -% -% -%
Income return -% 0% 0% 0% 0% -% -% -%
Market index (S&P/ASX 200 TR AUD)
Total return 0.39% 2.7% 11.09% 12.46% 18.51% 13.08% 12.64% 9.68%
As at 30 Jun 2025. Returns for periods greater than 1 year are annualised. All figures are percentages.

General Information

Fund Details
Type Description
Kimberley Syndicate Trust Founders
EVO8887AU
Equity Australia Other
Not Rated
Investment Fund
15 Sep 2022
n/a
$1.1121 (as at 30 Jun 2025)
$1.1121 (as at 30 Jun 2025)
Open
Offer information
Type Description
MER 1.60% (as at 15 Sep 2023)
Minimum initial investment $1,000,000
Minimum additional investments $250,000
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FAQs about the Kimberley Syndicate Trust Founders

The objective of the Kimberley Syndicate Trust Founders managed fund is

The strategy of the Kimberley Syndicate Trust Founders managed fund is The Fund will seek to provide investors with capital growth over the medium to long term through the acquisition and sale of diamonds from Rio Tinto's closed Argyle Diamond Mine, located in the Kimberly region of Western Australia. Coloured diamonds from the Argyle Mine are considered the rarest and highest value of all diamonds. It was the fourth largest diamond mine globally, creased production in 2020 and is currently being remediated before being handed back to Traditional Owners.

The APIR code of the Kimberley Syndicate Trust Founders managed fund is EVO8887AU.

Kimberley Syndicate Trust Founders’s total return last month was -%. This was made up of a growth return of 14.19% and an income return of -%. These returns were calculated as at 30 Jun 2025.

Kimberley Syndicate Trust Founders’s total return for the last three months was 14.19%. This was made up of a growth return of 14.19% and an income return of 0%%. These returns were calculated as at 30 Jun 2025.

Kimberley Syndicate Trust Founders’s one-year total return is 12.11%. This was made up of a growth return of 12.11% and an income return of 0%. These returns were calculated as at 30 Jun 2025.

Kimberley Syndicate Trust Founders’s one-year total return is -%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 30 Jun 2025.

The asset allocation of the Kimberley Syndicate Trust Founders managed fund is :

Australian Equities
100%
International Equities
0%
Cash
0%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%

The Kimberley Syndicate Trust Founders managed fund belongs to the Equity Australia Other sector/asset class.

As at , the size of the Kimberley Syndicate Trust Founders managed fund was $ million.

The Kimberley Syndicate Trust Founders managed fund has an inception date of 15 Sep 2022.

The current entry price of the Kimberley Syndicate Trust Founders managed fund is $1.1121 per unit and the current exit price is $1.1121 per unit (as at 30 Jun 2025).

The current exit price of the Kimberley Syndicate Trust Founders managed fund is $1.1121 per unit and the current entry price is $1.1121 per unit (as at 30 Jun 2025).

The minimum initial investment amount for the Kimberley Syndicate Trust Founders managed fund is $1,000,000. Minimum additional investment is $250000.

Fund data sourced from Morningstar. Some material is copyright and published under licence from ASX Operations Pty Limited ACN 004 523 782 ("ASXO"). Data and content is provided for personal use only. Whilst every care has been taken in producing these numbers, neither Morningstar nor InvestSMART can make any guarantees around the complete accuracy of these figures. Should you decide to change investments, please read all relevant disclosure documents including the Product Disclosure Statements and if required, you may consider speaking to a financial professional for further guidance. A tax event may be realised as a result of switching investments. Past performance is not a reliable indicator of future performance.