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

    IMPORTANT NOTES

    While every care has been taken in preparation of information contained in this website, neither Windsor Capital Management Pty Ltd (ABN 42 156 577 463, Australian Credit Licence 459715, AFSL Auth Rep. No. 001275785) of Australian Financial Services Licence (AFS Licence No. 299812) nor any member of WCM group make representation or warranty as to accuracy or completeness of any statement in it including without limitation, any forecasts. This content has been prepared for the purpose of providing general information only, without taking account of particular investor objectives, financial situation or needs. Investors should, before making investment decisions, consider the appropriateness of the information on this website, and seek professional advice, having regard to their objectives, financial situation and needs. Content sourced from cuffelinks and Livewire does not represent the views of WCM or any member of the WCM group. All information on this website is subject to change without notice.