Investment
Performance
The Fund has provided individual investors with fixed interest income returns ranging from 8.0% pa to 10.0% pa as at 5 September 2024. The fund is currently targeting an Investor return of 10% per annum. All of Eastwood Securities mortgage loans have an interest rate which is fixed for the term of the loan. This income rate is determined prior to the commencement of the investment and remains fixed for the term of the loan. It should be noted that this is not a “Pooled Fund” and pricing is dependent on specific transaction details.”*
The Funds average rate of return as at 5 September 2024 was 9.09% per annum
The Investment Manager notes that past performance is no guide to performance of any future investment in the fund. This product is not a bank deposit. An investment may achieve lower than expected returns and investors risk losing some or all of their principal investment. Investors should obtain their own financial, legal and taxation advice before making an investment.
Investors interested in further information about investing in the Fund should review the Product Disclosure Statement which is downloadable from each page of this web site.
* Not including investor entitlements of additional income derived via arrears management & mandates applying alternate strategies prior to transfer to, and management by, the Investment Manager.
Disclaimer
This information refers to investments facilitated by the Eastwood Securities Mortgage Fund ARSN 146 451 792. Any person seeking to make an investment should review the Product Disclosure Statement and seek legal, financial and taxation advice. The manager of the Fund is Eastwood Securities Pty Ltd ACN 143 030 540, a Corporate Authorised Representative (number 386369) of MSC Advisory Pty Ltd (ACN 607 459 441, AFSL 480649). The Responsible Entity and Trustee of the fund is Melbourne Securities Corporation Ltd ACN 160 326 545 AFSL 428289.
This website contains general information only and does not take into account any person’s objectives, financial situation or needs and accordingly does not constitute personal advice for the purposes of section 766B(3) of the Corporations Act 2001. For detailed information about the Fund, refer to the Fund Product Disclosure Statement available as a downloadable pdf from this website.
None of the Fund Manager, the Trustee, MSC Advisory or any of their officers, advisers, agents or associates guarantees in any way the performance of the Fund. The content of this website is current at the time of publication and may be amended or revoked by the Fund Manager at any time.
This product is not a bank deposit nor is it a pooled mortgage fund. An investment may achieve a lower than expected return and investors risk losing some or all of their principal investment. Past performance is no indication of future performance and actual returns will be particular to individual investments as described in transaction specific Supplementary Product Disclosure Statements.
