For Investors
Real assets. Real returns.
The Renown Wealth Investment Fund delivers mortgage-backed monthly distributions through a carefully curated Australian first-mortgage portfolio — exclusively for wholesale investors.
THE RENOWN WEALTH INVESTMENT FUND
A wholesale fund. Real returns.
Open to sophisticated wholesale investors. Mortgage-backed monthly distributions across a diversified Australian first-mortgage 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.
$637M+
FUNDS UNDER MANAGEMENT
Across 4 capital sources
9.5%
2025 NET INVESTOR YIELD
Calendar-year average, after fees
100%
FIRST-MORTGAGE BACKED
All exposures senior-secured
Monthly
DISTRIBUTIONS
From interest received
STRATEGY
A focused mandate, conservatively structured.
ASSET CLASS
First or second mortgage Australian real property
MAX LVR, LAND / SPECIALISED
60% gross (variable by location)
MAX LVR, RESIDENTIAL HOUSES (METRO)
75% gross
AVERAGE LOAN TENOR
11 months
MAX LVR, APARTMENTS / INNER-CITY
65% gross
MAXIMUM LOAN TERM
Up to 24 months (36 by exception
MAX LVR, COMMERCIAL
60% gross
INVESTMENT PROCESS
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.
CREDIT COMMITTEE
Who votes on every loan.
Every fund-eligible loan is voted by the credit committee.
Names below are the current committee membership; minutes are archived and available to investors on request.
MANAGING DIRECTOR
name 1
Over a 40-year career across multiple sectors and geographies. Name 2 is non-executive director and CEO of North Star, which supports technology and financial services companies.
Chair of Advisory Board
name 2
Over a 40-year career across multiple sectors and geographies. Name 2 is non-executive director and CEO of North Star, which supports technology and financial services companies.
REPORTING
Monthly, quarterly, annually.
— Monthly investor letter, fund position, performance, notable settlements
— Quarterly investor reports, concentration, redemption queue, audit notes
— Annual financial statements, audited
— Tax statements, issued by 31 July each year
FUND STRUCTURE
The legal scaffolding.
MANAGER
Renown Wealth
FUND ADMINISTRATOR
Renown Wealth
MANAGEMENT FEE
0%
WAREHOUSE FACILITY MANAGER
IQ-EQ
AUDITOR
BDO
PERFORMANCE FEE
Set out in the IM
AFSL HOLDER
Renown Wealth- AFSL: fill later
TRUSTEE / CUSTODIAN
fill later
EXPENSE RECOVERY CAP
Fill later
REQUEST THE IM
Two steps. Gated for wholesale investors only.
The Information Memorandum is released only to wholesale-qualified 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 12345678 or admin@renownwealth.com.au.
Fund disclaimer
past our Fund Disclamier:
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RENOWN WEALTH PTY LTD · ABN XX XXX XXX XXX · AFSL XXXXXX