Investor insights
Millbrook Income Fund Enhanced: Quarterly Insights September 2024
22.11.2024
We are pleased to share with you the latest Quarterly Insights for the Millbrook Income Fund.
Read our September 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, Colin Robinson, Head of Credit, outlines Millbrook’s key credit principles that guide our decision-making process. Colin has over 30 years’ senior leadership experience in the Australian property finance sector, across major banks and property credit funds.
The Millbrook Income Fund Enhanced offers a current variable rate of 9.55%pa*
The September 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.