Wingate Corporate Horizon Fund

[1] This is a pre-tax target only and Horizon may not be successful in achieving these returns. BBSW means the bank bill swap rate displayed as ‘Mid’ for a one-month tenor on the ASX Benchmark Rates webpage at or about 10.30am (Sydney time) on the first Business Day of each calendar month.
[2] Data as at 31 December 2024. WCI returns reflects the gross weighted annualised average IRR (~13.5%), across all realised investments since strategy inception net of a 1.25% management fee (pro forma for Horizon). This IRR is prior to tax, performance fees and any potential equity upside from shares or warrants. Floating rate loans are priced with reference to the Bank Bill Swap Rate which may increase or decrease over time, which may respectively increase or decrease the yield. Past performance is not necessarily indicative of future results.
[3] Subject to limits and trustee discretion.

The information on this website has been prepared by Wingate Corporate Credit Fund Pty Ltd ACN 641 501 466 (Trustee) as the trustee of the Wingate Corporate Horizon Fund (Horizon) and Wingate Corporate Investment Management Pty Ltd ACN 641 500 585 (Manager) the Manager of Horizon, to provide general and non-exhaustive information relating to Horizon. Each of the Trustee and Manager are corporate authorised representatives of Wingate Financial Services Pty Ltd ACN 106 480 602, AFSL No. 276899. The Trustee and Manager are not authorised to provide financial services to retail clients. Units in Horizon are only available for subscription by wholesale clients within the meaning of section 761G of the Corporations Act 2001 (Cth). The information on this website provides a high-level summary of information relating to Horizon 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 Horizon, available at https://apply.automic.com.au/WCHFN. 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 Horizon. 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, 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 Horizon 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 Horizon may differ materially from that contemplated in this website.