Fund Overview

The Barwon First Mortgage Fund is an open-ended fund for wholesale investors seeking returns from debt investments which benefit from registered first-ranking mortgage security over properties located in Australia. The Fund is focused on sector diversification and minimal built-form construction exposure.

The Fund has a diversified portfolio of Investments, each of which is secured by a registered first-ranking mortgage over Australian real estate. The current target return of the fund is 8.5% to 9.5% p.a. net of fees and costs.

Why Invest?

Provides investors with a simplified exposure to the growing real estate credit sector.

Pure first-mortgage investments without exposure to mezzanine debt or equity investments.

A prudent investment strategy which prioritises non-construction scenarios, such as residual stock and existing property.

Investment Team

Platforms

Performance

Fund Name Unit Price 3 Months 6 Months 12 Months ITD p.a. Fund Inception
Fund Investments Only 2.24% 4.63% 9.58% 8.82%
Whole of Fund $1.0869 2.08% 4.28% 8.88% 8.27% 17/8/20

The performance figures are net of taxes, fees and expenses and assuming distributions are reinvested. While reasonable care has been taken in the preparation of this content, Barwon Investment Partners Pty Limited ABN 19 116 012 009 AFSL 298445 makes no representation as to the accuracy or completeness of any statement in it, including without limitation, any forecasts. Past performance is not a reliable indicator of future performance.

Key Documents

How to Invest