Investor insights

Millbrook Credit Fund Diversified: Quarterly Insights September 2024

11.10.2024

We are pleased to share with you the latest Quarterly Insights for the Millbrook Credit Fund Diversified, featuring a comprehensive update on the Fund’s performance, portfolio composition, and strategic insights.

Read our September 2024 Quarterly Insights here.

Fund Growth and Performance
The Fund’s size has increased to $31.96 million, with a current variable return of 7.50%* per annum. The weighted average loan-to-value ratio (LVR) stands at 52.46%, across a well-balanced portfolio of 76 active loans.

Portfolio Composition
The Fund remains diversified across various sectors:

  • Security Types: 51% Residential, 12% Vacant Land, 10% Commercial, 9% Industrial, and more.
  • Geographic Spread: 44% Victoria (Melbourne), 16% Victoria (Regional), 14% NSW (Sydney), and additional locations.

Market Insights
Our Head of Credit, Colin Robinson, shares a deep dive into our credit principles and risk management approach in this quarter’s Millbrook Perspective. The article explores how our team navigates shifting economic conditions by focusing on key credit elements like Sponsor Risk and Exit Strategies, ensuring our loan portfolio remains resilient and well-positioned for long-term success.

If you’re seeking a strong, diversified investment option, consider the Millbrook Credit Fund Diversified.

*Past performance is not necessarily a guide to future performance.

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