投资策略

  • 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

Ratings

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

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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.

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