Jonathon Pullin
Head of Property Finance, Partner
Read MoreThe Barwon First Mortgage Fund is an open-ended fund for wholesale investors. The Fund earns returns from debt facilities provided to Australian real estate secured with a registered first-ranking mortgage.
The Fund provides exposure to a portfolio of debt facilities spanning a variety of sectors and locations throughout Australia. In addition, the debt facilities are provided across a range of stages within a property’s lifecycle – from early stage site acquisition, through to completed residual stock and bridging facilities for existing commercial properties.
The property debt sector has seen significant growth in recent years and has provided stable risk-adjusted returns relative to other property sectors. Barwon’s focus on providing debt facilities to experienced property owners and developers enhances the low-risk profile of the investments.
The majority of loans are secured over existing commercial property rather than construction loans.
As at 30 September 2024
Fund Name | Unit Price | 3 Months | 6 months | 12 Months | ITD p.a. | Fund Inception |
---|---|---|---|---|---|---|
Fund Investments Only | 2.37% | 4.73% | 9.61% | 8.74% | ||
Whole of Fund | $1.0763 | 2.19% | 4.41% | 8.95% | 8.21% | 17/8/20 |