Head of Property Finance, PartnerRead More
The 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 2023
|Fund Name||Unit Price||3 Months||6 months||12 Months||ITD p.a.||Fund Inception|
|Fund Investments Only||2.13%||4.30%||8.30%||8.48%|
|Whole of Fund||$1.0653||2.03%||4.15%||8.09%||7.99%||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 AFSL 298445 makes no representation as to the accuracy of any statement in it, including, without limitation, any forecasts. Past performance is not a reliable indicator of future performance.