Kaplan is a well established boutique fund manager founded in 1998 with in excess of $1 billion under management. Kaplan has successfully managed funds to deliver consistent returns for its clients under its absolute return philosophy.

Kaplans management style has appealed to charities, foundations, defined pension funds, self-managed super funds and high net worth individuals seeking consistent returns with low volatility.

Absolute return focus over the medium to long term

Consistent income from high yielding securities

Absolute return focus over the medium to long term

Portfolios designed to meet individual client requirements.

Investment Manager for Ironbark Capital Limited (ASX code IBC)

Distribution rates (cents per unit) for the six month period to 31 December 2018 are:

2018 annual tax statements for the Equities Fund, Income Fund and Charitable Equities Fund will be mailed to unitholders in the last week of September.

An amendment to the Trust Deed for the Kaplan Master Trust is being made to allow for eligible funds to apply the tax law applying to attribution managed investment trusts (AMIT). This law is currently applicable to the Equities Fund.

2018 Financial Reports for the Kaplan Master Trust funds and Kaplan Pooled Superannuation Trust are available underInvestment Reports.

2018 Annual Investor Report for the Kaplan Pooled Superannuation Trust is available underInvestment Reports

The Kaplan Pooled Super Trust (PST) now offers investors a tax exempt Pension Unit. A letter introducing this new unit will be mailed to unitholders shortly together with an updated PDS and application form. The new PST PDS and application form is also available on our website.

The unit registry requires investors toregister firstbefore they can login for online investor information. If you have not previously registered, simply click register here at the bottom of the Investor Login web page and follow the prompts for registration.