How To Invest

Adansonia’s Individually Managed Accounts Service (IMA)

Adansonia’s IMA service is available to individual investors, family offices, SMSFs, trusts, companies, not-for-profits and charitable organisations looking to invest $5.0million or greater. Lesser amounts may be accepted under certain circumstances. Clients must be classified as a wholesale investor*. For a confidential discussion about Adansonia’s Individually Managed Accounts (IMAs) service please contact us on enquiries@adansonia.com.au.

To download the IMA Application Forms please click the link below.

Adansonia Global Opportunities Managed Portfolio (SMA)

The Adansonia Global Opportunities Managed Portfolio (SMA) is open to an initial investment of A$50,000 or more. Wholesale investors* may apply directly via the link below. Retail investors please speak to your financial adviser or contact us on enquiries@adansonia.com.au.

*To be classified as a wholesale investor the person or entity must (i) have net assets of at least $2.5million, or a gross income for each of the last two financial years of at least $250,000 or (ii) be a professional investor. Please refer to the Corporations Act 2001, Volume 4: Section 761G, for the full definition (link here).

Institutional Investors

For a confidential discussion about institutional mandates or Individually Managed Accounts (IMAs) please contact us on enquiries@adansonia.com.au.