Income Focussed Funds and Investments

An income-focused pooled mortgage trust designed to offer competitive monthly income and portfolio diversity. The Trust provides exposure to returns available through loans secured by first registered mortgages over real Australian property.

We help wholesale investors generate targeted returns of up to 15% p.a. on real estate secured investments.

A debt fund that offers investors a 9.0% p.a. target return with unique investor protection features. (For Wholesale Investors Only)

29BB provides access to attractive returns from a diversified portfolio of high-yielding, investment-grade, Australian corporate bonds maturing in the 12 months leading up to May 2029. The fund targets fixed monthly income payments.

The Fund aims to outperform the Bloomberg AusBond Bank Bill Index over the medium term (before fees) by investing in a diversified portfolio of fixed income securities, which are generally expected to be higher yielding than traditional fixed income investments. It aims to provide higher distributions than cash and traditional fixed income investments.

The Metrics Master Income Trust provides investors with the advantage of direct exposure to the Australian corporate loan market — a space dominated by the regulated banks.

JPMorgan Global Equity Premium Income (Hedged) Complex ETF (ASX:JHGA) aims to provide income and long-term capital growth.

The 360 Capital Mortgage REIT (ASX:TCF) provides investors access to credit opportunities secured by Australian real estate assets. TCF aims to deliver regular monthly income to investors through disciplined asset selection and risk analysis.

PLUS invests in a diversified portfolio of Australian dollar denominated bonds. The corporate bonds which PLUS invests in are predominantly the highest yielding investment grade corporate bonds issued in Australia. This fund aims to provide investment returns, before fees and other costs, which track the performance of the Index.

Peak Equities has partnered with the experienced and proven Childcare Developer, TAL Group, to offer a portfolio of three childcare assets in Queensland and Western Australia. (For Wholesale Investors Only)

"Risk-Off Capital" Investment, Lowest Default Risk Credit Market, Asset-Backed, Financing the Real Economy, Essential Global Trade.

When you invest in APG's Pooled Mortgage Fund you are investing in a portfolio of short-term business loans that are secured by Australian real-estate with a first or second mortgage and managed by a team of experienced mortgage managers.

Looking for a way to get more from your savings?

The Fund offers reliable returns without sacrificing flexibility.

The Fund provides the opportunity for regular, defensive interest income without a disproportionate increase in risk.