BC Invest Credit Fund Series #3
Providing sophisticated investors monthly income distributions by investing in asset backed securities. (For Wholesale Investors Only)
This Offer provides the limited opportunity for Subscribers to invest in enhanced yield Bonds. The objective of the Bonds is to provide Subscribers an attractive return based on:-
- the Fund’s investment in debentures issued by BC Credit Fund which are backed by Eligible Loan Notes within Australia; or
- Debt Securities issued by any member of the BC Investment Group relating to any mortgage-related asset.
- The purchase of performing secured, fixed rate debt instruments.
- Series #3 investors will be investing alongside BC Investment Group’s institutional shareholders, who have committed up to A$195 million as co-investment.
- EYB proceeds will be invested by purchasing securities (variable floating loan notes) issued by BC Investment Group’s Australian domiciled mortgage-backed trust warehouses and RMBS vehicles which has circa A$5.34 billion of performing mortgage loan receivables, all backed by first mortgage security.
“Positive returns in varying market environments”
Benefits of BC Invest Credit Fund Series #3 Offering:
- Attractive (high yield) stable monthly cash returns
- Diversification
- Investing alongside major financial institutions
- Low capital volatility
- Experienced Manager
- Manager track record over 6 years
BC Funds are Audited and Compliant
The Fund will invest in Australian RMBS alongside major institutional investors
Note: (*) proportion of property value based on BC Investment Groups total mortgage pool as of 31 July 2023.
Alternative investments are a supplemental strategy to traditional long only positions in stocks, bonds and cash.
There are typically two (2) forms of alternative investments:
- Private Assets such as private credit, private real estate, private equity and infrastructure investments, these assets are less frequently traded than public stocks and bonds and should give investors additional access to enhanced returns and are less discerptible to mark-to-market pricing; and
- Hedge Funds operate mainly in public markets such as short selling and leverage Alternative investments provide an opportunity for portfolio diversification reducing overall risk exposure across investments, so its capital volatility is low. Many Alternative assets also provide a hedge against inflation.
- BC Investment Group specializes in domestic mortgages to Australian resident borrowers, for properties in Australia and in non-resident mortgages, predominantly to Chinese borrowers, for properties in Australia and the UK.
- BC Investment Group’s shareholder register includes institutional shareholders Far East Consortium (HKSE: 0035), Metrics Credit Partners, PAG, and key management personnel.
- BC Investment Group is based in Hong Kong (corporate headquarters) with offices in Melbourne, Sydney, Beijing, Shanghai, Guangzhou, Ho Chi Minh City, Manila, Kuala Lumpur, Singapore and London.
- BC Investment Group’s lending programs are supported by multiple warehouse facilities from global international banks, as well as third party institutional senior and junior funders.
- Experienced management team with a background in real estate, credit underwriting, origination, and debt and capital markets.
- BC Investment Group includes full ownership of Mortgageport Management Pty Ltd (Mortgageport), an Australian credit provider and mortgage manager with 25 years experience.
- Broader BC Investment Group includes diversified financial services, including mortgage lending and investments.
BC Invest Funds Management
- A wholly owned subsidiary of BC Investment Group with A$5.3 billion of AUM
- Experienced investment team specialising in private credit, and investing in RMBS with a long-term track record of generating positive returns
- Access to the quality first mortgage assets that were previously the exclusive reserve to institutional investors
- Manager has over 6 years track record generating consistent returns year-on-year in varying market environment
- Manager is backed by institutional investors such as FEC, PAG and Metrics
- Transparency in investment strategies, fees & charges
David has over 25 years’ of experience as a property professional having worked in a variety of asset management, finance, development and management roles. He is the Founder and Managing Director of BC Group and a director of all BC Investment Group companies.
David sits on a number of boards including as Director of BC Capital, a non-executive director of a major South Australian hotel and real estate development company, a health services business and a charitable foundation.
Henri is responsible for development of BC Investment Group’s asset management and financial services business and is involved in BC Investment Group’s international expansion activities. He has vast experience with cross border investments, having worked for several investment banks specializing in, cross border merger and acquisition transactions.
Karl has more than 17 years of industry experience and prior to joining BC Investment Group; he was Treasurer at Columbus Capital with responsibility for group funding, structuring, risk management, investor and stakeholder management and portfolio performance. He has completed portfolio acquisitions in excess of $2.7Bn and established a several billion-dollar funding platform covering both warehouse and term funding. Karl’s expertise also extends to loan servicing platform systems design and integration acquired from implementing two major projects covering (> $7.0Bn of assets).
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This offer of scheme interests is available to wholesale clients only. This product listing was vetted by and approved by the product issuer identified above before publishing. Investment Markets (Aust) Pty Ltd AFSL 527875 (IM) is not the issuer of the product.
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