Premium Income Fund
The Premium Income Fund offers retail and wholesale investors the opportunity to invest in a pool of secured commercial loans made out to small and medium size Australian businesses.
The objective of the Premium Income Fund is to generate regular income for investors.
The Fund will have an investment exposure to short-term loans made to borrowers for commercial purposes. Each loan will be secured by either one or a combination of: 1st or 2nd mortgages, general security over business assets, and/or director guarantee. We generally do not make property development loans due to our assessment of the risks in that market.
Speak to our team on 1300 425 594 or email enquiries@rhodesam.com.au about submitting an application. A copy of the Premium Income Fund PDS, FSG and TMD are available for download via our InvestmentMarkets listing or our website at www.rhodesam.com.au.
*Where a unitholder invests $100,000 or more, the management fee we charge is 1.10% p.a. of your invested capital. Otherwise, the management fee is 1.60% p.a. of your invested capital.
^The indicative distribution rate is net of management fee. The indicative distribution rate is not fixed. An indicative distribution rate is published on our website and amended from time to time. This investment is not a bank deposit. There is no guarantee on the repayment of invested capital or the investment performance of the Fund by us, our related bodies corporate or any of their directors, or the custodian of the Fund.
Wally is an experienced accountant and manager with a background of 35 years in business and financial services. During this time he served in the public corporate sector as chief technical officer, business analyst, and managing director, and since then has worked as a business adviser, financial adviser, accountant and company director. He has extensive experience in business structuring, business and financial advice.
Hao joined Rhodes Asset Management with years of experience in corporate advisory and funds management with clear cross border business strategies. During that time, Hao has held responsibilities in providing capital market services for real estate and mining companies with mandate size between $5 - $80 million. Hao holds a Bachelor of Economics and a Graduate Certificate of Commerce from the University of Queensland.
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