Helping everyday Australians access quality mortgage investments
- Expertly managed funds
- Targeting 7%+ p.a.*
- Passive income via quarterly distributions
Learn how to get started
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*Listed returns are in respect to our Wholesale fund and net of fees.
Latest Investment Opportunities
|59.80%||9 months||9.80% p.a.||2nd Mortgage|
|50.00%||15 months||7.00% p.a.||1st Mortgage|
|43.80%||15 months||5.99% p.a.||1st Mortgage|
What am I investing in?
The Pooled Mortgage Fund funds Registered First and Second Mortgages that are secured by Australian property with conservative Loan-to-Value Ratios - we typically lend less than 75% of property value. Investors in the Pooled Mortgage Fund have their funds diversified across a portfolio of loans looked after by the experienced team at the Mortgage Manager, Private Mortgages Australia, who conduct extensive due diligence before settling any loans.
Who can invest?
We are able to accept all investors whether they are a Retail or Wholesale Investor (see below for explanation). We can also accept investments from individual investors, self-managed super funds, trusts and companies.
In 2021, the Pooled Mortgage Fund received 'recommended rating' by an independent investment analyst.
(for Wholesale Investors)
(for Retail Investors - Target Market Determination)
Am I a Wholesale or Retail Investor?
2. A person or entity that has obtained an accountant’s certificate within the preceding six months stating that they:
a) have net assets of at least $2.5 million, or
b) have a gross income of $250,000 p.a. for each of the last two financial years.
Interest earned on investment (based on the Oct 2021 target of 7.0% p.a.)
Please keep in mind that past performance does not indicate future performance. All returns listed are net of fees other than a 0.5% p.a. fee charged to Retail investors.
|June 2021||8.10% p.a.|
|March 2021||9.14% p.a.|
|December 2020||9.79% p.a.|
|September 2020||9.63% p.a.|