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Fund Overview

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 target returns are 8-9% p.a. net of fees and costs.

Investment Strategy

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, as existing commercial property, not construction loans.

Key Features of the Fund

Sector growth in non-bank lending
First ranking mortgage investments
Diversified portfolio of investments
Low volatility fixed returns

Unit Price and Performance

As at 31-Mar-23

Fund NameUnit Price3 Months6 months12 MonthsITD p.a.Fund Inception
Fund Investments Only1.93%3.83%7.53%9.00%
Whole of Fund$1.05941.90%3.79%7.34%8.41%17-Aug-20
Disclaimer

Investment Team

Jonathon Pullin

Jonathon Pullin

Head of Property Finance, Partner

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Peter Conners

Peter Conners

Co-Head of Property, Partner

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Jonathon Pullin

Jonathon Pullin

Head of Property Finance, Partner

Read More
Peter Conners

Peter Conners

Co-Head of Property, Partner

Read More

Selection of Fund Properties

Caloundra, Queensland

  • Investment Type: Pre-construction Site Acquisition
  • Security: First Mortgage
  • LVR: Mid-60%

Canberra, Australian Capital Territory

  • Investment Type: Existing Property – Refurbishment
  • Security: First Mortgage
  • LVR: Mid-50%

Brisbane, Queensland

  • Investment Type: Post Construction – Residual Stock
  • Security: First Mortgage
  • LVR: Mid-60%

Wisemans Ferry, New South Wales

  • Investment Type: Pre-construction – Site Acquisition
  • Security: First Mortgage
  • LVR: Mid-60%

Maroochydore, Queensland

  • Investment Type: Post-construction – Existing Property
  • Security: First Mortgage
  • LVR: Mid-60%

Coffs Harbour, New South Wales

  • Investment Type: Pre-construction Site Acquisition
  • Security: First Mortgage
  • LVR: Mid-60%

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