What the fund is.
A pooled mortgage fund, offered to wholesale clients only. It lends against Australian property on first registered mortgages and pays out the interest borrowers pay, after costs, as distributions.
Distributions follow the cash the fund receives from borrowers, so they are not paid on a fixed schedule. Money is committed for a twelve month minimum term and should be treated as illiquid after that. The fund page sets out the terms and the main risks.
Confirming wholesale status.
Most individual clients qualify through a certificate from a qualified accountant confirming net assets of at least $2.5 million, or gross income of at least $250,000 in each of the last two financial years. The certificate must have been given within the last two years. A client investing $500,000 or more in the fund also qualifies.
SMSFs, family trusts and companies can invest where they meet the tests that apply to them. The trustee will confirm what it needs from each when you apply.
What we can give you.
The information memorandum and supporting material, sent the same day you ask, for you and for your client.
Time with the founders. We will talk you through how a loan is assessed, who the fund lends to, and what happens if a loan goes wrong.
Once the fund is lending, a visit to a property it has lent against, so you can see the security for yourself.
Where the fund stands today.
We will update this section as each of these changes.
| Performance history | None yet. The fund is new. |
| Research rating | The fund has not yet been rated by a research house. |
| Platforms | Not yet available on investment platforms. Applications are made directly. |
| Licence | Oxford Capital Pty Ltd is a corporate authorised representative (CAR No. 1323556) of Non Correlated Advisors Pty Ltd, AFSL 430126. The trustee is Non Correlated Capital Pty Ltd, AFSL 499882. |
Wholesale clients only
Ask for the pack for a client.
Tell us who you are and we will send the information memorandum and supporting material today.