Investor insights

Millbrook Credit Fund: Quarterly Insights March 2024


We are pleased to share with you the latest Quarterly Insights for the Millbrook Credit Fund Diversified.

Read our March 2024 Quarterly Insights here.

The Millbrook Credit Fund Diversified provides investors with the ability to invest in a diversified range of first mortgages with different security, terms and loan-to-value ratios. Pleasingly, our returns continue to perform strongly compared to the benchmark.

With a 4.3% increase in funds under management to $175.21m, our overall group FUM now stands at $396.6m. Despite a slow start in January and February, demand jumped in March, with competition for loans with conservative LVR’s increasing.

Gain further insights by reading the Millbrook Perspective section, featuring a compelling Question & Answer session with Greg Sugars, National Director & CEO of leading property valuation firm Preston Rowe Paterson.

The Diversified Option offers a current variable rate of 7.35%pa*

The March 2024 Quarterly Insights for the Millbrook Credit Fund Diversified provides you a summary of current performance vs benchmark, breakdown of security types, and recaps the year that was at Millbrook Group.

Looking for investment opportunities? Consider the Millbrook Diversified Option.

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

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