Woodbridge Secured Income Fund

Fund Facts

The Fund provides investors with indirect exposure to first mortgage (senior secured) Australian and New Zealand real estate loans – with an ESG integrated investment process and philosophy.

The Fund invests in the Woodbridge Private Credit Fund (Underlying-Fund) managed by Woodbridge Capital.

All investments in the portfolio have a valuation prepared by an independent, qualified and registered valuer.

The Fund does not provide exposure to high-risk loans such as preferred equity loans, mezzanine finance, second mortgage loans or corporate loans.

APIR Code

ETL1291AU

Target Return

RBA Cash Rate + 5% to 7% p.a.

Minimum Investment

$10,000

Monthly

Distribution

Withdrawals

Monthly

Responsible Entity

Equity Trustees Limited

Significant Benefits of Investing in the Fund

The potential benefits associated with investment in the Fund include:

Attractive Risk-adjusted Return

First Mortgage Loans Only

Stable Monthly Income

Low Volatility

Low Management Fee

Experienced Investment Team

  • Capital Preservation

    Seeking capital preservation is a core focus and the team identifies and actively monitors risks inherent in each investment and ensures the portfolio is not overexposed to any sub-class, sector, risk factor, strategy, style or counterparty.

  • Active Loan Management

    The opaque nature of private markets means that an in-depth understanding of the investment universe, deal structure, counterparty risk and local regulations is essential to delivering sustainable performance.

  • Access Private Market Premium

    Private market investments provide superior risk-adjusted returns by taking advantage of the illiquidity and complexity.

How to Invest

  • Financial Advisers

    Invest via Platform

    Please get in touch to check what platforms are available for the retail fund.

  • Investors

    Click Here for Online Application

    This fund is open to retail investors in Australia. (Minimum investment is $10,000).

Key Documents and Information

Product Disclosure Statement (PDS)

Target Market Determination (TMD)

Application Form

Fact Sheet

SQM Research Rating Report

Certified Responsible Investment

The Underlying Fund (Woodbridge Private Credit Fund) has been certified by the Responsible Investment Association Australasia (RIAA).

RIAA’s Certification Program is the leading initiative for distinguishing quality responsible, ethical and impact investment products and services in Australia and Aotearoa New Zealand and is the longest running responsible investment program in the world.

The Certification Symbol is recognised by investors and consumers across the region, providing confidence that a product is delivering on its responsible investment promise and meeting the Australian and New Zealand Standard for responsible investing.

With interest in responsible and ethical investing at an all-time high, research shows that the overwhelming majority of Australians and New Zealanders prefer to invest in a product or organisation that has been independently certified for its responsible investment practices.

Get in touch.

Please get in touch if you would like to talk to a member of our Investor Relations team.

Equity Trustees Limited (“Equity Trustees”) (ABN 46 004 031 298), AFSL 240975, is the Responsible Entity for the Woodbridge Secured Income Fund ("the Fund"). Equity Trustees is a subsidiary of EQT Holdings Limited (ABN 22 607 797 615), a publicly listed company on the Australian Securities Exchange (ASX: EQT).

This Website has been prepared by Woodbridge Capital Pty Ltd to provide you with general information only. In preparing this Website, we did not take into account the investment objectives, financial situation or particular needs of any particular person. It is not intended to take the place of professional advice and you should not take action on specific issues in reliance on this information. Neither Woodbridge Capital Pty Ltd, Equity Trustees nor any of its related parties, their employees or directors, provide and warranty of accuracy or reliability in relation to such information or accepts any liability to any person who relies on it. Past performance should not be taken as an indicator of future performance. You should obtain a copy of the Product Disclosure Statement before making a decision about whether to invest in this product.

The Woodbridge Secured Income Fund’s Target Market Determination is available at www.woodbridgecapital.com.au/wsif. A Target Market Determination is a document which is required to be made available from 5 October 2021. It describes who this financial product is likely to be appropriate for (i.e. the target market), and any conditions around how the product can be distributed to investors. It also describes the events or circumstances where the Target Market Determination for this financial product may need to be reviewed.