Target Asset Allocation

– 75% in first-mortgage assets-backed investments – 25% in receivables-backed investments

Targeted Returns

• First-mortgage assets-backed: 2% above BBSY
• Receivables-backed: 5% above BBSY 
• Blended IRR: 2.75% above BBSY 

Asset Allocations

• General Commercial (20-25%)
•  Student Accommodation (20-25%)
• Renewable Energy (10-20%)
• Logistics/Warehousing (10-20%)
• Horticulture/Vineyards (5-10%)

Investment Strategy

Focused on low-to-moderate duration, high-yield, well-collateralised portfolios, offering consistent cash flow and low correlation to traditional fixed-income markets.

Investment Term

4 years

Minimum Investment

A$1,000,000