What is Blossom’s Threshold Management and Underwriting Agreement?

Blossom has a Threshold Management and Underwriting Agreement in place which makes us confident in our ability to continue to target fixed returns.

The Threshold Management and Underwriting Agreement states that when the Blossom Fund (on a Class by Class basis) outperforms the targeted return on an interim basis, the excess, after interim external fees are paid, will be paid to BlossomApp Pty Limited to help it (in its discretion) pay the Fund to fund any shortfall if the Class in the Blossom Fund returns less than the targeted return. Blossom can also use the Fund’s underwriter to help fund shortfalls (subject to limits, see the PDSs).

This is our secret sauce! It’s our clever strategy to ensure we can continue to target a fixed return. For more information, please read the PDSs.