投资策略

每月分配收益
Targets a pre-tax net return of 3.5% to 4.7% p.a. over the RBA Cash Rate
仅投资于提供第一顺位抵押担保的实体房地产项目,并设定保守的贷款价值比 (LVR) 上限
投资组合中的抵押担保债权通过行业、地域和资本用途进行多元化配置,并通过合同约定投资成果
实施严格的信用风险分析和投资组合风险管理流程,确保有效的下行风险保护措施及涉猎广泛的资产筛选策略
Wingate, along with its employees and executives, invests in the Investing Fund, ensuring alignment on each transaction

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荣膺 SQM Research 四星“卓越”及“高投资等级”评级

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SQM评级声明:
本文件所载评级由 SQM Research Pty Ltd (商业编号:93 122 592 036,澳洲金融服务牌照编号:421913) 发布。SQM Research 是一家投资研究机构,采用专有的评价和星级评定系统,专门为其批发客户提供投资产品研究服务。SQM Research 星级评定系统具备一般性,不考虑任何特定人员的特定情况或需求。评级可能随时更改。只有持牌金融顾问才能使用 SQM Research 星级评级系统来确定某项投资是否适合个人的特定情况或需求。在就本投资产品作出投资决定前,您应阅读产品披露声明并咨询持牌金融顾问。SQM Research 从基金管理人处收取费用,用于对管理投资计划进行研究和评级。
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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 Holding Fund (WPSDHF), and Wingate Property Funds Management Pty Ltd ACN 612 109 556 (Manager), the Manager of WPSDHF, to provide general and non-exhaustive information relating to WPSDHF. 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 WPSDHF 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 WPSDHF 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 WPSDHF, available at https://apply.automic.com.au/WPSDHF. 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 WPSDHF. 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 WPSDHF 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 WPSDHF may differ materially from that contemplated in this website.