How to Invest

Northcape specialises in managing concentrated, high-quality equity portfolios for clients. Our funds are available to institutional investors and can be accessed by either a separate mandate or by investing in one of our wholesale funds.

For more information about our funds or about investing in a separate mandate please contact our Client Director.

Request Information

If you are ready to invest in one of Northcape’s pooled wholesale funds follow the steps below. Direct investment in these pooled funds requires all investors to be classified as wholesale as defined by the Corporations Act.

Step 1

Read the information memorandum and any other additional information relating to the fund you intend to invest in.

Step 2

Complete the application form and, if applicable, the Tax Information Form.

Step 3

Send all completed forms to Northcape Capital, Level 24, 45 Clarence Street Sydney NSW 2000.

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Important Notice and terms of use

The information contained in this website is general information and has been prepared by Northcape Capital Pty Ltd (ABN 53 106 390 247, AFSL 281767) (“Northcape”) for use by institutional investors, consultants, financial advisers and other wholesale clients (as defined in the Corporations Act 2001).

The information in the website is for informational purposes only and does not take into account the particular circumstances, investment objectives and investment needs of any investor. Investors should consider their circumstances and any professional advice that they require before making an investment decision. The information in this website is not intended for distribution to, or use by, any person or entity in any jurisdiction or country where such distribution or use would be contrary to law or regulation, or which would subject Northcape to any registration or other requirement within that jurisdiction or country.

To proceed to the website, you must confirm that you meet an investor category for which this website is created, and that you understand and agree to the terms above (this “Notice”) and the website’s Terms of Use.

Important Legal Information:

By clicking on “I Agree” below:

• You confirm you are a ‘wholesale client’ (as defined in the Corporations Act 2001), or person acting on behalf of a wholesale client;
• You confirm you are not a US-person, and
• You understand and agree to comply with the terms of this Notice and the website Terms of Use, including updates as set out therein.

Important notice and terms of use

The information contained in this website is for general information and has been prepared by Northcape Capital Pty Ltd (ABN 53 106 390 247) (“Northcape”) for use by institutional investors in the United States, including their consultants and persons acting on their behalf.

The information in the website is for informational purposes only, and provides a general overview of Northcape’s investment philosophy, investment approach and how to contact us for further information. The information in the website does not take into account the particular circumstances, investment objectives and investment needs of any investor. Investors should consider their own circumstances and any professional advice that they require before making an investment decision.

The website does not provide recommendations, does not constitute an offer to sell or buy any securities, and may not be used or relied upon in connection with any offer or sale of securities. Those who are not considered an institutional investor or person acting on behalf of an institutional investor should not review or act upon the information provided via the website. The information in this website is not intended for distribution to, or use by, any person or entity in any jurisdiction or country where such distribution or use would be contrary to law or regulation, or which would subject Northcape to any registration or other requirement within that jurisdiction or country.

To proceed to the website, you must confirm that you are an institutional investor (or acting on behalf of institutional investor), and that you understand and agree to the terms above (this “Notice”) and the website’s Terms of Use.

Important Legal Information:

By clicking on “I Agree” below:

• You represent and certify that you are an institutional investor or a person acting on their behalf in the United States;
• You understand and agree to comply with the terms of this Notice and the website Terms of Use, including updates as set out therein.