Windsor Capital
Income
Mortage Fund

The Windsor Capital Income Mortage Fund is a tailored solution for investors looking for secure fixed returns with a risk adjusted investment strategy.

PRODUCT DESCRIPTION

If you’re an investor looking for an income-focused solution, providing yield and portfolio diversity, consider the Windsor Income Mortgage Fund. The Windsor Capital Income Mortgage Fund is a pooled mortgage investment, providing investors with exposure to returns available through loans secured by first mortgages , subordinated debt and other financing instruments over Australian property.

The funds loan pool consists of lending to the residential, commercial, industrial, and retail property sectors in Australia.

The Windsor Income Mortgage Fund provides an indirect mortgage investment option with a wide spread of assets.

^ Please note, past performance is not a reliable indicator of future performance.

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  • INVESTMENT STATUS
    OPEN
  • UNIT PRICE
    $1.00*
  • FUND TARGET RETURN
    6.50% PA

* Whilst the unit price is fixed, capital loses can occur in circumstances where an asset of trust incurs a capital loss.

KEY FUND FEATURES

Fund Name
Windsor Capital Income Mortgage Fund
Fund Code
WCMIMF002AU
Fund Structure
Pooled
Fund Target Return
6.5% per annum
Investment Objectives
To provide total returns (income and capital growth) after costs and before tax,
above the Fund’s performance benchmark.
Distribution Policy
Paid Quarterly
Minimum Investment
$100,000.00
Maximum Investment
No maximum investment
Minimum Suggested timeframe
4 Years
Risk Level (1 – 10)
3 (Medium – Low)
Fund Status
Open

COMPLETED PROJECTS