Wholesale Funds

Wholesale funds are institutional funds, pooled funds from share clubs or other organisations, charitable or otherwise. If pooling has taken place then this must be managed by the client or a custodian. The minimum amount is $5m.

Wholesale funds are considered on a case-by-case basis. A cultural fit where there is an alignment of attitudes and values is critical. We’re happy to walk away from potentially large amounts of money if this is not the case. It’s about staying in control of our own destiny and having the unconstrained freedom to apply what we know works.

Since the client or custodian handles the pooling and management of the money coming into or out of the fund, Pacific Wealth Creators is free to focus on the research and investment decisions. Pacific Wealth Creators makes investment decisions with the same focused approach.