Common use of Investment Policy Clause in Contracts

Investment Policy. 2.3.1 Initially, whilst suitable Qualifying Investments are being identified, the funds will be invested into interest bearing cash deposits. 2.3.2 The Company's policy is to build a diverse portfolio of companies in line with the investment strategy, which is, the funds raised being progressively invested in Qualifying Investments with the objective that ultimately at least 80% of the Company's assets will be invested in Qualifying Investments. 2.3.3 The amount of equity invested in any one Qualifying Company will be no more than 20% of the targeted gross capital raised. The Board, the Manager and the Investment Committee will review the Investment Portfolio on a regular basis to assess asset allocation and the need to realise investments to meet the Company's objectives or maintain its Section 12J status.

Appears in 5 contracts

Samples: Mandate and Application Agreement, Mandate and Application Agreement, Mandate and Application

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Investment Policy. 2.3.1 3.1 Initially, whilst suitable Qualifying Investments are being identified, the funds will be invested into interest bearing cash depositsdeposits where the capital invested is likely to be guaranteed. 2.3.2 3.2 The Company's policy is to build a diverse portfolio of companies in line with the investment strategy, which is, the . The funds raised being will be progressively invested in Qualifying Investments with the objective that ultimately at least 80% of the Company's assets will be invested in Qualifying Investments. 2.3.3 3.3 The amount of equity invested in any one Qualifying Company will be no more than 20% of the targeted gross capital raised. The Board, the Manager and the Investment Committee will review the Investment Portfolio on a regular basis to assess asset allocation and the need to realise investments to meet the Company's objectives or maintain its Section section 12J status.

Appears in 1 contract

Samples: Mandate and Application Agreement

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