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.*
TARGET RETURN (P.A.)*
Varies by Class — see IM for details
DISTRIBUTIONS
From interest received
Broker submits via accredited channel; BDM triages and packages for credit.
Disciplined review against policy. LVR, exit, sponsor, security.
Voted at the committee. Names recorded; minutes archived.
Approved loans assessed against fund mandate and concentration limits.
Settled, secured, registered. Funded from the trust.
Live monitoring through to discharge or renewal.
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
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.