Investment Strategy

  • Only first-ranking security positions against physical real estate with conservative LVR limits
  • Targets a pre-tax net return of 3.5% to 5% p.a. over the RBA Cash Rate
  • Monthly distributions
  • Portfolio of secured debt diversified by sector, geography and purpose with contractually determined outcomes
  • Rigorous credit risk analysis and portfolio risk management process that ensures downside protection and broad asset screening
  • Alignment through co-investment with Wingate


Holds a 4-Star ‘Superior’ and ‘High Investment Grade’ Rating by SQM Research

Ratings are only one factor to take into account when deciding whether to invest in a financial product. For more information on SQM’s rating methodology, click here

SQM Rating Disclaimer:
The rating contained in this document is issued by SQM Research Pty Ltd ABN 93 122 592 036 AFSL 421913. SQM Research is an investment research firm that undertakes research on investment products exclusively for its wholesale clients, utilising a proprietary review and star rating system. The SQM Research star rating system is of a general nature and does not take into account the particular circumstances or needs of any specific person. The rating may be subject to change at any time. Only licensed financial advisers may use the SQM Research star rating system in determining whether an investment is appropriate to a person’s particular circumstances or needs. You should read the product disclosure statement and consult a licensed financial adviser before making an investment decision in relation to this investment product. SQM Research receives a fee from the Fund Manager for the research and rating of the managed investment scheme.

Click here for more information on SQM’s Research Rating Methodology.

The information on this website has been prepared by Wingate Financial Services Pty Ltd ACN 106 480 602 (Trustee), the trustee of the Wingate Property Senior Debt Fund (WPSD), and Wingate Property Funds Management Pty Ltd ACN 612 109 556 (Manager), the Manager of WPSD, to provide general and non-exhaustive information relating to WPSD. The Manager is a corporate authorised representative of the Trustee. The Trustee and Manager are not authorised to provide financial services to retail clients. Units in WPSD are only available for subscription by wholesale clients within the meaning of section 761G of the Corporations Act 2001 (Cth) (Wholesale Client). The information on this website provides a high-level summary of information relating to WPSD only and is incomplete without reference to, and should be viewed in conjunction with, the investment overview, the trust deed, subscription deed, application forms and other constituent documents of WPSD, available at You should not treat the contents of this website as advice relating to legal, taxation or investment matters and should consider seeking professional advice before making any decision to acquire, continue to hold or dispose of units in WPSD. In preparing the information on this website, the Trustee and Manager have not considered your objectives, financial position or needs. To the maximum extent permitted by law, the Trustee, the Manager and any other entity associated or related to them (collectively, Wingate), and their respective officers, employees and agents, exclude and disclaim all liability for any losses, damages or costs incurred by you as a result of any investment in WPSD or this website, including for the inaccuracy or incompleteness of any statements (including forward-looking statements), opinions or information in this website. Past performance is not necessarily indicative of future results and actual events or performance of WPSD may differ materially from that contemplated in this website.