Fund Overview
First mortgage fund providing exposure to a securitised lending facility (Est. 2022) with a diversified and seasoned portfolio, now majority funded by Westpac New Zealand. Target return ~6.92% p.a. (4.5% p.a. plus 30-day BKBM, paid monthly). Max weighted portfolio LVR of 62.7% with 5% first-loss investment safeguard on a look-through basis. 3 month redemption notice.
Asset Class
Private Credit
Structure
Open-Ended
Open for Subscription
Evergreen FundWholesale OnlyThis is an evergreen fund — open to qualifying wholesale investors year-round. Subscription details, minimum investment, and redemption terms are set out in the fund's Information Memorandum.
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This information is for wholesale investors only and does not constitute financial advice. All investments carry risk. Please seek professional advice before making investment decisions.