Hurdle Rate Unit Trust

The Hurdle Rate Unit Trust is now available for external investment from Wholesale Investors (and their international equivalent). Read the information memorandum at the link below 👇 registrydirect.com.au/offer/hurdle-r…

Yesterday I uploaded our June 2025 letter to unitholders on our website. In the letter I discuss: - Turnover - Portfolio Updates (Asiro & MHA) - FY2025 Return Attribution - Our Compounding High Watermark & Fees drive.google.com/file/d/1i3lnyg…

I have just uploaded our June 2025 letter to unitholders on our website. In the letter I discuss: - Turnover - Portfolio Updates (Asiro & MHA) - FY2025 Return Attribution - Our Compounding High Watermark & Fees

To assist any international investors that would like to join us as partners we have provided a guide to making an investment in the Hurdle Rate Unit Trust You can reach this by clicking on the "Invest Now (International)" button at hurdlerate.com.au

Long @HurdlerateUT 🍀

Our Licensee, Boutique Capital joins the greater Acclime group. Excited to see what this brings for us and our investors. acclime.com/press-releases…

After deciding to make detailed letters semi-annually, I am introducing a simple fact sheet updated monthly to our website. Deliberately it focuses on cumulative and annual returns over time. Once we pass our 5th birthday I will introduce rolling 5 year returns. June Update ⤵️

As communicated with our investors earlier this week. Hurdle Rate has made the decision to write to investors Semi-Annually starting next financial year (July 2025 - June 2026) Our letter is shown below.

After receiving valuable feedback from a new US investor we have made improvements to our application process. Now you can fill and e-sign our Sophisticated Investor Form all online through Jotform. Check it out on our website hurdlerate.com.au

May 2025 Letter to Unitholders The trust is open to sophisticated investors across the world, please visit our website for more information about how to invest.

Are you a global investor interested in the Hurdle Rate Unit Trust but not sure if you qualify as a sophisticated investor? The article below highlights international versions of the test. We are seeking partners to invest with for the long-term. toniic.com/accredited-inv…

April 2025 Letter to Unitholders The trust is open to sophisticated investors across the world, please visit our website for more information about how to invest.

Very compelling write up on #MHA by @hurdle_rate - valuation is very cheap. I hold. Thanks Tristan for doing the work! drive.google.com/file/d/108c7QO…

Hurdle Rate has published a new research piece on the LSE listed MHA Plc, a new IPO on the AIM segment of the LSE. Please find the research at our website below: hurdlerate.com.au

Seems there are a few spaces left for the @CMicrocaps event next week. I will be at the Sydney conference

One more change to the website because I didn't like the presentation. It is now on HTML. You can visit it at the hurdlerate.com.au soon Until then it can be viewed at chic-cactus-23b508.netlify.app

Key to our investments is a high degree of shared ownership with notable inside or substantial shareholders. These shareholders have the ultimate incentive to act in our best interest.

Hurdle Rate held a short call on state of mind given recent market turbulence. youtu.be/ZJVqa5gzSxg

March 2025 Letter to Unitholders If you are interested in making an investment into the Hurdle Rate Unit Trust please visit our website for more information

We have combined our website and blog into one to simplify our communications. Soon, users will be redirected to our blog when they click on hurdlerate.com.au For the time being our blog can be viewed at hurdlerate.substack.com

In recognition that the trust completes its pricing monthly and accepts investments or withdrawals, so it is necessary that unitholders should be informed on the same cadence to assist them in decisions whether to trade units. Letters can be found here - hurdlerate.com.au/home/letters-t…