The CFMG Monthly Income Fund is a pooled credit mortgage fund that provides investors with exposure to competitive returns and the Australian property market, through loans secured by first mortgages over real property.
The Mutual Cash Fund offers a diversified portfolio of fixed income credit assets with low correlation to equity markets.
The Fortlake Real-Higher Income Fund provides diversified exposure to a variety of return sources to deliver consistent returns above cash.
The Mutual Cash Fund is a portfolio of the best Australian major bank term deposits with small cash holdings.
A highly diversified portfolio of fixed income assets that aims to provide investors with a minimum distribution equal to the RBA Cash Rate plus 3% per annum paid monthly over rolling 3 year periods after payment of distributions.
The Trilogy Enhanced Income Fund invests in a portfolio of cash, fixed interest & other financial assets, enhanced via investment in the Trilogy Monthly Income Trust. The Fund’s target return benchmark is the Official Cash Rate plus 1.5% p.a.
The Fund is an absolute return fund which is focused on emerging resources companies, and targets double digit returns over a 3-5 year investment cycle. (For Wholesale Investors Only)
MIPS offers the ability to create a bespoke fixed income portfolio based on your key investment objectives including liquidity, credit, duration, diversification and Ethical, Social & Governance (ESG) position.
Consistent returns aiming for cash + 1.50%
The Company is raising capital by offering redeemable Preference Shares, to fund its lending business and its debt collection businesses.
The Fund’s current indicative distribution rate is 8.05%p.a.^, paid monthly, including a bonus 1.50%p.a. (payable until 30 April 2026) for investments made before 24 December 2025.
Earn up to 11% p.a. through an exposure to Australian first mortgage loans (wholesale investors only)
A specialist hybrid credit fund targeting superior risk-adjusted returns. (For Wholesale Investors Only)
The Fund’s objective is to provide investors with regular income via monthly distributions from investing in Notes.
The Mutual Income Fund is a portfolio of debt instruments issued by the major Australian banks and other Australian Authorised Deposit-taking Institutions (ADIs).
