Millbrook Income Fund Enhanced: Quarterly Insights March 2025

We are pleased to share the March 2025 Quarterly Insights for the Millbrook Income Fund Enhanced.

Read our Millbrook Income Fund Quarterly Insights March 2025

Millbrook Income Fund Enhanced is designed to deliver monthly income payments targeting 5% p.a. above the RBA Cash Rate (net of fees and costs), with a strong focus on capital preservation. Actively managed with strict loan criteria, the fund builds a high-quality portfolio of diversified loans, secured by registered 1st mortgages and registered/unregistered 2nd mortgages over real property assets across Australia.

The Millbrook Income Fund Enhanced offers a current variable rate of 9.72% p.a.*  

In this quarter’s insights, we explore:

• Fund performance compared to benchmark
• Portfolio composition by loan and security type
• Market outlook and origination trends, including our new presence in NSW
• A snapshot of economic forecasts and implications for property credit

Looking for investment opportunities? Consider the Millbrook Income Fund Enhanced.

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