Real Assets. Mortgage-backed Investments.

The Renown Wealth Accelerator Fund aims to provide monthly distributions through a carefully curated Australian mortgage-backed portfolio–exclusively for sophisticated investors.

WHO WE WORK WITH & WHY THEY CHOOSE US

Our client base is intentionally narrow — high net worth individuals, family offices and sophisticated investors who expect more than a managed fund and less than the noise of a retail platform.

HIGH NET WORTH INDIVIDUALS

The Fund is intended to provide investors with access to a specialised private credit investment opportunity as part of their broader investment portfolio, rather than as an off-the-shelf retail investment product.

FAMILY OFFICES

 Single and multi-family offices seeking a disciplined investment partner with the governance standards your principals expect.

SOPHISTICATED INVESTORS

Qualified wholesale clients certified under section 708 of the Corporations Act, looking for access to private market opportunities not generally available through retail channels.

A WHOLESALE FUND.

Open to sophisticated wholesale investors. Aims to provide monthly distributions across a diversified Australian first-mortgage, development finance, or second-mortgage portfolio. Live dashboard, transparent reporting.

Wholesale-qualified investors only. Past performance is not indicative of future returns. Investment risks apply, read the IM before deciding.*

7.25%–12.00%

TARGET RETURN (P.A.)*

Varies by Class — see IM for details

Monthly

DISTRIBUTIONS

From interest received

* Target returns are indicative only and not guaranteed. Past performance is not a reliable indicator of future performance. Investments carry risk, including loss of capital.

WHAT YOU RECEIVE AS AN INVESTOR

SECURE PORTAL ACCESS

24/7 visibility on your account balances and capital position

Monthly DISTRIBUTIONS

Aiming to provide monthly income payments or reinvestment for compounding growth

TRANSPARENT REPORTING

Statements, tax reporting and compliance documentation on demand

INVESTMENT TERMS

A minimum 12-month investment length designed to fit your financial strategy — with the flexibility of monthly distributions or compounding reinvestment

DISTRIBUTION OPTIONS

The Fund offers unit classes aiming to provide monthly distributions

COMPOUNDING REINVESTMENT
Reinvested for growth at maturity

MINIMUM INVESTMENT

$50,000
Exclusively for sophisticated, high-net-worth investors

A focused mandate, conservatively structured.

ASSET CLASS

First or second mortgage Australian real property

MAX LVR, METRO

75% gross

MAXIMUM LOAN TERM

Up to 24 months

MAX LVR, Non-metro

Up to 75% LVR

Origination to drawdown.

01

Origination

Broker submits via accredited channel; BDM triages and packages for credit.

02

Credit assessment

Disciplined review against policy. LVR, exit, sponsor, security.

03

Credit committee

Voted at the committee. Names recorded; minutes archived.

04

Fund eligibility

Approved loans assessed against fund mandate and concentration limits.

05

Drawdown

Settled, secured, registered. Funded from the trust.

06

Monitoring

Live monitoring through to discharge or renewal.

Visibility AT EVERY INTERVAL

MONTHLY

Investor letter, fund position, performance, notable settlements

QUARTERLY

 Investor reports, concentration, redemption queue, audit notes

ANNUALLY

Financial statements, audited
Tax statements, issued by 30 September each year

The legal scaffolding

MANAGER

Renown Wealth Pty Ltd

FUND ADMINISTRATOR

Renown Wealth Pty Ltd

MANAGEMENT FEE

Up to 2.2%

WAREHOUSE FACILITY MANAGER

IQ-EQ

AUDITOR

Ernst & Young

PERFORMANCE FEE

0.45%

AFSL HOLDER

Quay Wholesale Fund Services Pty Ltd ACN 647 044 602

TRUSTEE / CUSTODIAN

Quay Wholesale Fund Services Pty Ltd ACN 647 044 602

EXPENSE RECOVERY CAP

To be updated

TWO STEPS. FOR SOPHISTICATED INVESTORS ONLY.


The Information Memorandum is released only to sophisticated investors. Submitting your declaration triggers a one-business-day compliance review; the IM arrives via a tracked, time-limited link.


If you'd like to speak with credit first, reach out on 1300 626 771 or admin@renownwealth.com.

REQUEST THE IM

Request the Investor Pack and a callback from our team — in under a minute.

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Contact Information