Mortgage Funds in Australia
4 funds found
Mortgage funds pool investor capital to lend against real estate, typically as first or second mortgages, and earn returns from the interest borrowers pay. These funds are usually unlisted and target regular income, making them popular with investors seeking cash-like yields backed by property. Mortgage funds vary in risk depending on loan-to-valuation ratios, borrower type, whether loans are short or long term, and the diversification of the loan book. Some are available to retail investors while others are restricted to wholesale or sophisticated investors. Liquidity terms differ — some funds offer periodic withdrawals while others hold capital for the loan term. The AusBiz Invest Mortgage Funds category lists Australian mortgage funds from a range of issuers, with details on structure, target return, minimum investment and documentation. Loans can default and property values can fall. Review the PDS and TMD before investing.
Monthly income through a diversified exposure to first registered mortgage loans secured over Australian real property.
Min. Investment
$5,000
Structure
Managed Fund
Investor Type
Retail Investor
Availability
Open for investment
Min. Investment
$5,000
Structure
Managed Fund
Investor Type
Both
Availability
Open for investment
The Fund offers investment in loans secured by first registered mortgages over legal interests in real property in Australia, allowing investors to contribute to specific loans with monthly income distributions.
Min. Investment
$10,000
Structure
Managed Fund
Investor Type
Both
Availability
Open for investment
The ASCF Premium Capital Fund is a pooled mortgage scheme seeking to deliver monthly income through investments in short-to-medium term registered first mortgage loans.
Min. Investment
$5,000
Structure
Managed Fund
Investor Type
Retail Investor
Availability
Open for investment
Past performance is not a reliable indicator of future performance.