Millbrook Income Fund Enhanced: Quarterly Insights June 2024

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

Read our June 2024 Quarterly Insights here.

Millbrook Income Fund Enhanced targets monthly income payments 5% pa above the RBA Cash Rate (net of fees and costs) together with a focus on preservation of capital for investors. The fund is actively managed and uses strict loan criteria to build a quality portfolio of diversified loans secured by registered 1st mortgages and registered/unregistered 2nd mortgages over real property assets in Australia.

In these insights we have a brief Q&A with David Bird, one of Millbrook’s new independent directors. David has extensive experience in property credit investments from his time managing the Gas & Fuel Super Fund (now Equip Super), as Chairman of La Trobe Financial for some 9 years, plus 15 years in legal practice.

The Millbrook Income Fund Enhanced offers a current variable rate of 10.07%pa*  

The June 2024 Quarterly Insights for the Millbrook Income Fund Enhanced 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 Income Fund Enhanced.

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