Key documents
Fund information
Information bookletOnline application form
Forms
Initial application formAdditional investments form
Withdrawal form
Switch form
Document certification information
Boardroom Pty Limited forms
View formsGlobal Equities Reports
Monthly report – June 2022Monthly report – May 2022
Monthly report – April 2022
Monthly report – March 2022
Monthly report – February 2022
Monthly report – January 2022
Monthly report – December 2021
Monthly report – November 2021
Monthly report – October 2021
Monthly report – September 2021
Monthly report – August 2021
AML forms
AssociationsAustralian companies
Australian regulated trusts (including SMSFs)
Foreign companies
Government bodies
Individuals (including sole traders)
Partnerships
Registered co-operatives
Unregulated trusts
ESG policy
Orca Asia Fund ESG Annual Report 2021Orca Global Fund ESG Annual Report 2021
ESG advocacy policy
Fund information
Product Disclosure Statement (PDS) Target Market Determination (TMD)Investor reports
Monthly report – June 2022Monthly report – May 2022
Monthly report – April 2022
Monthly report – March 2022
Monthly report – February 2022
Monthly report – January 2022
Half-year financial report – December 2021
Monthly report – December 2021
Monthly report – November 2021
Monthly report – October 2021
Monthly report – September 2021
Monthly report – August 2021
Monthly report – July 2021
Monthly report – June 2021
Annual report – June 2021
Annual report – June 2020
Half-year financial report – December 2020
Tax statement guides
2021 Tax statement guide2020 Tax statement guide
2019 Tax statement guide
2018 Tax statement guide
Notice for purpose of subdivision 12-H
30 June 202131 December 2020
30 June 2020
31 December 2019
30 June 2019
30 June 2018
31 December 2018
Fund information
Product Disclosure Statement (PDS) Target Market Determination (TMD)Investor reports
Monthly report – June 2022Monthly report – May 2022
Monthly report – April 2022
Monthly report – March 2022
Monthly report – February 2022
Monthly report – January 2022
Half-year financial report – December 2021
Monthly report – December 2021
Monthly report – November 2021
Monthly report – October 2021
Monthly report – September 2021
Monthly report – August 2021
Monthly report – July 2021
Monthly report – June 2021
Annual report – June 2021
Annual report – June 2020
Half-year financial report – December 2020
Tax statement guides
2021 Tax statement guide2020 Tax statement guide
2019 Tax statement guide
2018 Tax statement guide
Notice for purpose of subdivision 12-H
30 June 202131 December 2020
30 June 2020
31 December 2019
30 June 2019
30 June 2018
31 December 2018
Fund information
Product Disclosure Statement (PDS) Target Market Determination (TMD)Investor reports
Monthly report – June 2022Monthly report – May 2022
Monthly report – April 2022
Monthly report – March 2022
Monthly report – February 2022
Monthly report – January 2022
Half-year financial report – December 2021
Monthly report – December 2021
Monthly report – November 2021
Monthly report – October 2021
Monthly report – September 2021
Monthly report – August 2021
Monthly report – July 2021
Monthly report – June 2021
Annual report – June 2021
Annual report – June 2020
Half-year financial report – December 2020
Tax statement guides
2021 Tax statement guide2020 Tax statement guide
2018 Tax statement guide
Notice for purpose of subdivision 12-H
30 June 202230 June 2021
30 June 2020
