The Fund is designed to offer Unit Holders a risk-managed, medium to long-term fixed income investment opportunity, with predictable income paid on a half-yearly basis. The aim is to provide steady returns based on fixed rates of return over a set investment period. All loan applications are rigorously screened and assessed by HFG Capital’s Lending Manager before being presented to the Fund’s Investment Committee for approval. A unanimous resolution from the Investment Committee is required to approve any transaction for investment by the Fund.

The Investment Committee considers various factors in its decision-making process, including the potential impact on overall portfolio returns, capital availability, and future funding requirements. The risk profile of each proposed transaction is thoroughly evaluated, with special attention given to the timing of investments in relation to the fund’s term. Additionally, the Committee assesses how well each investment aligns with the Fund’s loan profile and the broader economic outlook. The Committee holds the authority to review and adjust the terms, conditions, and pricing of any transaction before granting formal approval for lending.

This thorough investment analysis ensures that each decision made for the Fund is well-considered and aligns with the overall strategy to provide predictable, fixed income returns while managing risks appropriately.

For more information or if you have any questions, please feel free to reach out via our contact form.

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