Useful Information
If you would like to know more about River Capital or have any questions about our products or services, please feel free to contact us.
Investor Forms
Application Forms
Founders Fund
Dividend Plus Fund
Strategic Investments
Change of Details Form
Change of name, address, contact details, bank account, financial advisor or distribution preference.
Change of Details Form
Additional Access Form
Authority for third party access such as financial advisor or accountant.
Additional Access Form
FAQs
General
We would be delighted to welcome you as a River Capital co-investor. Founders Fund and Dividend Plus Fund are open to wholesale investors with investments accepted at the start of each month.
Once you selected the Fund that best suits you and have read the Information Memorandum and Term Sheet, applications can be completed online or you can download the relevant Application Form. Links to the online applications and the option to download PDF forms can be found here. Any queries can be directed to our Investor Relations team via phone +61 3 9825 5111 or email investors@rivercapital.com.au.
Fund investors are given priority access to River Capital’s Strategic Investment opportunities. If investors wish to take up their priority entitlement into these offerings, they may do so via a new cash subscription or via a rollover mechanism.
River Capital has appointed Apex Group Ltd (https://www.apexgroup.com/) as our custodian and they provide unit registry services for the Funds.
You can view details relating to your River Capital investment holdings via our Online Investor Portal which is managed by the Apex Group. Login details for the Investor Portal will be provided to enable access to view Unit Prices, Transactions, Statements, Performance Tables and Investor Updates.
Click here to access the Investor Portal. Any queries can be directed to our Investor Relations team via phone +61 3 9825 5111 or email investors@rivercapital.com.au.
We recommend regularly updating passwords for cyber security reasons. To reset your password, please follow this Investor Portal Reset Password Guide but if you have any difficulties resetting your password or accessing the portal, please feel free to email investors@rivercapital.com.au to assist you.
Should you need to update details relating to your personal or investment entity details, please complete the Change of Details Form. Click here to access the Change of Details Form and email this to investors@rivercapital.com.au
Founders Fund
The Founders Fund is a concentrated portfolio typically containing 15 listed companies. The portfolio includes quality growth companies where we expect to see a doubling of value over any 5-year period and businesses that we believe are trading at a material discount to their asset value.
The Founders Fund is targeting, on average, 12% net of fees per annum over any 5 year period.
The Founders Fund is open to Wholesale Investors. Our minimum initial investment is $250,000.
The Fund expects to pay an annual distribution in June in most years.
Investments are accepted for the start of each month.
The Founders Fund offers redemptions quarterly. 45 days' notice is required.
The Founders Fund unit price is calculated on a daily basis which can be viewed via the Investor Portal.
Dividend Plus Fund
The Dividend Plus Fund is a concentrated portfolio typically containing 8-12 listed companies. The portfolio includes companies with well priced cashflows, discounted assets, and where active engagement can unlock value.
The Dividend Plus Fund is targeting, on average, 10-12% per annum net of fees inclusive of at least 3% per annum in distributions, over any 5 year period.
The Dividend Plus Fund is open to Wholesale Investors. Our minimum initial investment is $250,000.
The Dividend Plus Fund unit price is calculated on a monthly basis which can be viewed via the Investor Portal.
The Fund expects to pay a semi-annual distributions of at least 3% p.a. in January and July.
Investments are accepted for the start of each month.
The Dividend Plus Fund offers redemptions quarterly. 45 days' notice is required.
Strategic Investments
River seeks to buy material stakes in companies that welcome our active engagement in long term value creation. We invest on a deal-by-deal basis across listed and unlisted companies with flexibility on the structure of our investments which can be tailored towards the needs of each company and its shareholders. The size of each investment typically ranges between $20-100m.
Each year, investors can expect us to invest in a small number of companies that align with River’s long-term focus.
Our Founders Fund and Dividend Plus Fund investors are given priority access to River Capital’s Strategic Investment opportunities. If investors wish to take up their priority entitlement into these offerings, they may do so via a new cash subscription or via a rollover mechanism.
Once you have read the Information Memorandum and Term Sheet, applications can be completed online or you can download the relevant Application Form. Links to the online application and the option to download PDF form can be found here. Any queries can be directed to our Investor Relations team via phone +61 3 9825 5111 or email investors@rivercapital.com.au.
River Capital Strategic Investments will have an initial term of 8 years but the target holding period is typically 5 years. The target period is an indication only, and the actual holding period may be longer or shorter than this.
River Capital looks to partner with companies that can pay annual distributions (even if these are reinvested in growth) and that have a credible plan to grow. Distributions can occur at any time at the discretion of the Fund Manager.
Redemptions are not permitted during the investment term. However, if an investor wishes to redeem their holdings during a period where redemptions are not permitted, the Fund Manager will use best endeavours to facilitate a sale of the units.