HMC Capital Partners Retail Fund I (Fund), was an Australian-domiciled unlisted fund providing exposure to a high-conviction investment strategy seeking to generate superior risk-adjusted returns.
The Fund targeted public and private companies with real asset backing where there was potential to unlock ‘trapped’ value through improved capital allocation and portfolio management.
The Fund was managed by the same team which led the real estate acquisition of Masters from Woolworths Limited in 2017 and who founded HMC Capital, complemented by additional dedicated and high calibre investment professionals.
The Fund implemented its investment strategy by investing in units in HMC Capital Partners Fund 1 - Trust C (“Underlying Fund”), an unregistered unit trust established in Australia by HMC Investment Management Pty Ltd, a HMC Capital Entity.
This Fund targeted our highest conviction ideas and leveraged our proven investment track record and skills to generate attractive risk adjusted returns which were non-correlated to equity markets
Reports
Sign up for our newsletter
For our latest market updates and investment insights
Investor Information
HMC Capital takes all complaints seriously. Every complaint will be:
- acknowledged quickly;
- investigated objectively and impartially and will be considered on their merits considering the individual circumstances and needs of the complainant;
Following investigation, we will:
- notify the complainant of our findings and any actions we have taken or plan to take regarding the complaint;
- amend our business practices or policies, where appropriate; and
- record the complaint for audit and continuous improvement opportunities.
We aim to resolve your complaint in a timely and efficient manner. Where required in accordance with our internal procedures, we will provide a written response to you within 30 days of your complaint being received. If we resolve your complaint within 5 business days of receipt, we will generally not provide you with a written response unless you ask for one. If your complaint is particularly complex, or there are relevant circumstances outside our control, we will provide you with a delay notification within 30 days of your complaint being received. This delay notice will set out our reasons for the delay in providing a written response and your right to escalate the complaint to Australian Financial Complaints Authority (AFCA).
If you wish to make a complaint, please email complaints@hmccapital.com.au. Please let us know if you require assistance to make a complaint, including by another means, in another language or if you required a printed version of this document.
If your complaint relates to an investment product or service and has not been resolved within 30 days, or you are not satisfied with the process followed, you may seek assistance from AFCA.
AFCA is a free and independent dispute resolution service that considers complaints about financial service providers and their affiliates operating in Australia. AFCA can investigate disputes that fall within their Terms of Reference and make decisions that are binding on the financial services provider. Contact details for AFCA are:
GPO Box 3
Melbourne VIC 3001 (Australia)