Millbrook Income Fund

Specific Mortgage Option

  10.9%*

return p.a

             
  • Specific investments are chosen by the investor
  • Interest paid monthly
  • No Entry or Exit fees
  • Terms from 6, 12 and 24 months
  • Minimum investment of $100,000
  • Average Loan to Value ratio below 64%
  • Secured by First & Second Mortgages
  • Construction investments are available 
 
 
 
 
 

Pooled Mortgage Option

  10%**

return p.a

             
  • Allocated investments are chosen by the fund manager
  • Interest paid monthly
  • No Entry or Exit fees
  • Minimum term period of 12 months***
  • Minimum investment of $100,000
  • Average Loan to Value ratio below 64%
  • Secured by First & Second Mortgages
  • Investment is diversified across multiple mortgages
 
 
 
 
 
how can we help you?

Request a call-back or submit an enquiry by contacting the Millbrook team below:

We are delighted with the excellent service provided… Always prompt, personalised and issues dealt with to our complete satisfaction.

Michelle Lambert

Please note: An investment in the Millbrook Income Fund is not a bank deposit.

Current Investment Opportunities
ali2
South Yarra VIC 3141
13.5% p.a Investor's return
30% LVR
$1,200,000 Loan amount
ali2
Hamilton QLD 4007
10% p.a Investor's return
65% LVR
$4,225,000 Loan amount
ali2
Wendouree VIC 3355
10% p.a Investor's return
60% LVR
$3,550,000 Loan amount
ali2
Greensborough VIC 3088
18% p.a Investor's return
76% LVR
$1,950,000 Loan amount
ali2
Bendigo VIC 3550
9% p.a Investor's return
56% LVR
$4,220,000 Loan amount
ali2
Toorak VIC 3142
14.5% p.a Investor's return
65% LVR
$2,300,000 Loan amount
Investor Disclaimers

* Past performance is not necessarily an indicator of future performance and the rate of return of an investment will depend on the mortgage invested in. Specific mortgages may have different rates of return which will be fixed for the term of the investment. These investments are not repayable until the mortgage loan in which the investment is made is repaid in full. If the mortgage debt is not fully recovered investors in the associated investment risk losing all or part of their capital and interest.

** The rates of return on Pooled Option investments are reviewed and determined monthly and may increase or decrease each month. The rate of return applicable for any given month is paid at the start of the following month. The rates of return are not guaranteed (other than for your initial term for 12 months) and, being determined by the future performance of the Pooled Option, they may be lower than expected.

*** We will make every endeavour to release an investor’s funds 90 days after receiving their redemption request. We, however, have 12 months under the Fund’s constitution to honour that request. In determining whether to honour your redemption request we need to have regard to the Pooled O interests of all investors. There is a risk that a redemption request will not be honoured within 90 days. However, we have never not honoured a redemption request on time due to a lack of liquidity.

When considering whether to acquire or to continue to hold an interest in the Fund, you should remember that an investment in the Fund is not a bank deposit or a term deposit and is not covered by the Australian Government’s deposit guarantee scheme. Investing in the Fund has a higher level of risk compared to investing in a term deposit issued by a bank and there are other risks associated with an investment in the Fund. The key risks of investing in the Fund are explained in Section 7 (Page 17) of the Information Memorandum.

Millbrook Funds Pty Ltd ABN 34 149 711 419 Australian Financial Services Licence 402900 is the responsible entity of the Millbrook Income Fund. It is important for you to consider the Product Information Memorandum for the Fund in deciding whether to invest, or to continue to invest, in the Millbrook Income Fund. You can read the Information Memorandum on our website or ask for a copy by telephoning or emailing a member of our team.

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