Guardian Funds

Opportunity Fund 03

Wholesale Debt Fund

Fund overview

The Opportunity Fund 03, a wholesale debt fund, is seeking to raise $8,000,000 from wholesale investors. The developer will use the funds to acquire distressed and opportunistic land development projects in Sydney’s growth areas.

Calculate your returns

KEY FEATURES

Option 1: Fixed income distribution of 13.5% per annum paid quarterly in arrears
Option 2: Fixed income distribution of 15% per annum paid on the maturity date of 12 November 2025 (9 months)

Fixed maturity date of 12 November 2025 (9 months), with the developer having the discretion to offer an extension for a further 6 months.

Security Package backed by Land and Personal Guarantees by the Developer

Wholesale Debt Fund

The Opportunity Fund 03 is seeking to raise $8,000,000 from wholesale investors. The Fund will have two return options: Option 1: A fixed return of 13.5% per annum paid quarterly in arrears. Option 2: A fixed return of 15.0% per annum paid on maturity.
The developer will use the funds to acquire distressed and opportunistic land development projects in Sydney’s growth areas – prime residential subdivision sites in Sydney’s northwest and southwest.
Macroeconomic factors, including higher interest rates, population growth and residential undersupply, are creating attractive opportunities with the potential to deliver. The developer has a mandate to capitalise on the prevailing market disruption to acquire distressed or value add assets, off-market and below their market value.

Investment Calculators

* The prescribed rate of interest is calculated daily from the 12th of February 2025.

Investment Rate:

Investment Return
13.5% Per Annum (Paid Quarterly)
Estimated Maturity
Nov-25
Term in Months
9

Broken Down Into:

Return - Quarterly in Arrears
Total Return Over Term
Total Interest:

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Acknowledgement of Country

We acknowledge the Traditional Custodians of Country throughout Australia and their connections to land, sea and community. We pay our respect to Elders, past and present, from Aboriginal and Torres Strait Islander peoples, and extend that respect to all First Nations people across the world.

 

Guardian Funds Management Pty Ltd trading as Guardian Funds (ABN: 59 632 915 854) is a Corporate Authorised Representative (No 001306485) of Guardian Capital Australia Pty Ltd AFSL No. 476816 (ACN 604 814 593) | © 2024 Guardian Funds

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