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 the RBA Cash Rate plus 4% to 5.5% p.a. net of fees and costs.
Why Invest?
A prudent investment strategy which prioritises non-construction scenarios, such as residual stock and existing property.
Investment Team
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Performance
| Fund Name | Unit Price | 1 Month | 3 Months | 6 Months | 12 Months | ITD p.a. | Fund Inception |
|---|---|---|---|---|---|---|---|
| Fund Investments Only | 0.68% | 2.09% | 4.22% | 8.86% | 8.80% | ||
| Whole of Fund | $1.0870 | 0.60% | 1.79% | 3.70% | 7.96% | 8.19% | 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.
