The Equity Story Litigation Fund
Managed Investment Scheme
Register InterestAustralia: Wholesale investors are restricted to “sophisticated investors” and “professional investors”. The terms “sophisticated investor” and “professional investor” are defined in the Corporations Act 2001. Please see the Act for more information. Through verifying yourself as falling within one of these categories, you will be able to access unique investment opportunities. Please note, offers made to wholesale investors may afford lower levels of investor protection than otherwise provided by licensed offers.
New Zealand: The law normally requires people who offer financial products to give information to investors before they invest. This requires those offering financial products to have disclosed information that is important for investors to make an informed decision. The usual rules do not apply to this offer if you are a person who comes within Schedule1, clause 3(2)(a)-(c) or 3(3)(a)-(b)(ii) (inclusive) of the Financial Markets Conduct Act 2013. This includes where the amount invested upfront by the investor (plus any other investments the Investor has already made in the financial products) is $750,000 or more. If you fall within Schedule 1, clause 3 of the FMCA as a result of this exclusion, you may not receive a complete and balanced set of information. You will also have fewer other legal protections for this investment. Investments of this kind are not suitable for retail investors. Ask questions, read all documents carefully, and seek independent financial advice before committing yourself.
13.8% p.a. Returns. Quarterly Distributions. Backed by Legal Precision.
Introducing the Equity Story Litigation Fund — a specialist income opportunity available exclusively to wholesale investors, offering 13.8% p.a. fixed returns, paid quarterly, with the added potential for upside via participation in success fees.
Partnering with Aequitas Litigation Funding, a litigation finance specialist boasting a 100% win rate across 18 funded cases, the Fund is purpose-built for income generation, transparency, and capital protection.
Key Highlights:
- 13.8% p.a. fixed income, paid quarterly
- 18-month initial term
- Zero-loss track record since inception
- 25% share of litigation success fees
- Dedicated SPV (Special Purpose Vehicle) structure for full case-level control
- Robust legal protections including:
- PPSR (Personal Property Securities Register) registered security interests
- ATE (After-The-Event) insurance
- Independent legal and barrister review on all matters
How It Works:
Investor capital is deployed into high-merit legal claims, covering plaintiffs’ legal fees, disbursements, and expert costs. Every matter is subject to a rigorous due diligence process, requiring written advice from the acting solicitor, an independent barrister's opinion, and evidence confirming the claim’s enforceability and recoverability.
All funding is administered through a ring-fenced Special Purpose Vehicle (SPV), providing the Fund with direct oversight and approval rights over every case and associated cost. Investors benefit from real-time financial visibility and a high level of structural protection not typically found in litigation finance offerings.
If you're looking for reliable income from a non-market-correlated asset, backed by proven legal outcomes and robust investor safeguards, register your interest below for more information and to speak with the Equity Story team.
