The Banner (Low LVR) Income Fund aims to provide wholesale clients with an opportunity to invest in a pooled managed investment where the underlying security is registered mortgages over real property. The Fund provides Investors with income from an investment with limited exposure to property price fluctuations while pursuing attractive risk-adjusted returns.

Benefits of Investing:

  • Security
    The Fund’s underlying investments are secured by low-LVR interests in mortgages over real property.
  • Distributable Income
    is reinvested in Units for the Investor or, if elected by an investor, paid semi-annually to the Investor’s bank account.
  • Defined Investment Criteria
    applied to prospective loans by the Investment Committee to reduce the risk of capital losses. 
  • Professional Management
    the Trustee employs both a macro-economic view and an individual loan-focused asset selection process and seeks where possible to take advantage of dislocations within the Australian property credit market. The Manager employs a number of finance professionals, analysts, legal and property experts to actively manage all investments. 
  • Oversight
    the Manager’s and the Fund’s compliance with its asset selection criteria, procedures, financial performance and structure are overseen by the Investment Committee and the Board of the Trustee.  

Highlights of the offer are:

  •  Properties located on the east coast of Australia
  •  Target return of 7% per annum (net to investor) paid semi-annually
  •  The Fund’s exposure to a property is limited to 55% of its assessed value.

We will be pleased to provide a more detailed presentation to you.

For more information please contact:
enquiries@bannerassetmanagement.com

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