Signing a Contract

Mortgage Investment Funds

C

Invitation

The Fund offers a range of investment accounts that may suit investors seeking

capital stability and regular income. 

 

Join 38,000 other investors in Australia’s largest and award-winning Credit Fund.

 

1 Year Term account 4.35% p.a var (after fees)

 

Peer-to-Peer (Selected Terms) from 5.50% p.a. var (after fees)

 

The offer is an invitation only.

 

For a complete Product Disclosure Statement and further information please contact us.

A

The Fund

  • Is one of Australia’s largest credit funds, with $3,299.0 million in assets under management at 30 April 2019;

  • Charges no fees on either investment entry or investment maturity exit

  • Maintains conservative loan to valuation ratios, with a portfolio average of 62.1% at 30 April 2019, (excluding second or subsequent mortgages in the Select Investment Account)

  • Has been judged “Best Mortgage Fund” in Australia for the past ten years by Money magazine for the 12 Month Term Account; and

  • has the highest rating of any mortgage fund in Australia from SQM Research (‘Superior’)* it relates to the 12 Month Term Account and SQM Research (‘Superior’)* as relates to the Select Investment Account. The Fund is also rated by Australia Ratings (‘Strong’.)*

B

What am I Investing In?

Since 1952, one of Australia’s premium non bank credit and wealth Managers, have been a proven and trusted investment partner for institutional and retail investors alike.

 

Managing investment mandates in excess of A$22.76 billion and an experienced

manager that has been managing investment portfolios of mortgage assets for over sixty five years.

 

What am I investing in?

A managed investment fund registered by the national regulator, ASIC. They are governed by the terms and conditions contained in the PDS (Product Disclosure Statement), any subsequent Supplementary PDS that you execute and the Fund's Constitution ('Terms'). It is important that you read these Terms in full as they set out your rights and obligations in relation to your investment.

 

The Fund offers investments in five investment accounts with different investment terms, yield and characteristics.