OFFERING A DIVERSE RANGE OF INCOME PRODUCING ASSETS THAT LARGER INVESTMENT MANAGERS WOULD NOT NORMALLY CONSIDER.

REGULAR, RELIABLE INCOME SOLUTION

The Australian Diversified Income ('Fund') is an exclusive, innovative investment solution for select private and high net worth clients.

 

The Fund aims to provide Investors with  regular income by investing indirectly in a range of income producing assets, through loans made by the fund to Special Purpose Vehicles (SPVs), that are related parties of the Investment Manager, Australian Diversified Income Fund Pty Ltd.

 

The Fund is suitable for wholesale and sophisticated investors, including SMSFs.
 

Call us    02 8014 7032

A SNAPSHOT OF THE FUND

The Australian Diversified Income Fund is available to a range of investors, including:

  1. High net worth individuals and families
     

  2. Self-Managed Super Funds
     

  3. Family Trusts
     

  4. Investment Trusts

It offers a range of features:

  • Wholesale or sophisticated investors only*
     

  • Target income return to investors of 6% to 7% per annum (before tax, and after fees and expenses)**
     

  • Quarterly distributions
     

  • Ability to re-invest distributions
     

  • No entry fees
     

  • Minimum investment of $500,000***
     

  • Additional ongoing investments of $10,000
     

  • Minimum investment term of 2 years

 

*     Within the meaning of the Corporations Act

**    The target income return is not a forecast and returns are               not guaranteed

***   Trustee has the discretion to accept lower amounts

For more detail about the Australian Diversified Income Fund and the Application Form, download a copy of the Information Memorandum (IM)