Competitive risk adjusted returns,
backed by real assets.

Current Funds

Rouse Hill 02 Secured First Mortgage Fund

9% p.a.
Fixed Annual Return

The Opportunity

– Fund Size: $4,795,000
– 9% p.a. fixed annual return paid monthly in arrears
– Fixed Maturity Date: 21 February 2027 (24 months)
– Secured First Mortgage Fund (with 70% LVR)
Learn More

Opportunity Fund 03

13.5-15% p.a.
Fixed Annual Return

The Opportunity

– Fund Size: $8,000,000
– 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)
– Investment Term: 9 months, with the developer having the discretion to offer an extension to investors for a further 6 months

The Asset

The Opportunity Fund is seeking to raise up to $8,000,000 from investors. The funds will be used to acquire distressed and opportunistic land development projects in Sydney’s growth areas.

The Market

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.
Learn More
Fully Subscribed

Rouse Hill Estate 01 Preferred Equity Fund

15% p.a.
Fixed Annual Return

The Opportunity

– Fund Size: $6,900,000
– 15% p.a. fixed return paid on Maturity Date
– Fixed Maturity Date: 16th July 2025

The Asset

– The project is in Rouse Hill, a premier and sought after location in Sydney’s Northwest, close to major town centres, transport and significant planned infrastructure.
– 50-lot land subdivision is highly de-risked, with civil works completed on 30 September 2024 and now awaiting imminent subdivision certification from the Blacktown City Council
– The development is located 900 metres from the Tallawong Metro Station and Village and just 5 minutes from the Rouse Hill Town Centre.

The Market

– Between October 2019 and September 2024, median house price in the Greater Sydney region increased by 47.3% compared to 61.7% growth in Rouse Hill for the same period.
– The suburb forecast the population to grow to 14,890 – a 51.2% increase to 2026.
Learn More

Schofields Estate 01 Preferred Equity Fund

14-16% p.a.
Fixed Annual Return

The Opportunity

– Fund Size: $14,100,000
– Option 1: Fixed income distribution of 14.0% per annum with 7.0% per annum paid monthly in arrears and 7.0% per annum paid at Project Completion.
– Option 2: Fixed income distribution of 16.0% per annum with first distribution to be made 12 months from the date of this Supplementary and second (final) payment at Project Completion.
– Estimated Project completion: May 2026

The Asset

– Sydney’s Norwest Growth Corridor
– The project is located 900 metres from Schofields Train Station
– The Developer settled the Site in July 2024

The Market

– For the 12 months, Schofields’s median house price rose by 58.8% outperforming Greater Sydney by 24%.
Learn More

Southwest Estate 03 Preferred Equity Fund

14% p.a.
Fixed Annual Return

The Opportunity

– Fund Size: $11,600,000
– 14% p.a. fixed return
– 7% p.a. paid monthly, 7% p.a. at project completion
– Estimated projection completion: April 2026

The Asset

– Sydney’s southwest growth corridor
– 117-lot DA Approved land subdivision
– located adjacent to the Fifteenth Avenue Smart Transit (FAST) Corridor and 15 minutes from the Aerotropolis

The Market

– 42.5% price growth between January 2019 and December 2023
– LGA population growth of 75.3% to 2041
– Underpinned by the Western Sydney International Airport
Learn More
Fully Subscribed

Riviere Estate Preferred Equity Fund

14% p.a.
Fixed Annual Return

The Opportunity

– Fund Size: $6,000,000
– 14% p.a. fixed return
– 10% p.a. paid monthly, 4% p.a. at project completion
– Estimated project completion: November 2025

The Asset

– Prestige development lots in sought after part of Pitt Town
– 30 lot DA Approved land subdivision

The Market

– Average lots size of this project is 1,751 square metres
– Future residential development constrained by limited zone land with approximately only 170 lots available
Learn More
Fully Subscribed

Opportunity Fund 02

16% p.a.
Fixed Annual Return

The Opportunity

– Fund Size: $10,000,000
– 16% p.a. fixed return
– Interest paid quarterly in arrears
– Investment Term: 10 months

The Asset

The Opportunity Fund is seeking to raise up to $10,000,000 from investors. The funds will be used to acquire distressed and opportunistic land development projects in Sydney’s growth areas.

The Market

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.
Learn More
Fully Subscribed

Southwest Estate 01 Preferred Equity Fund

14% p.a.
Fixed Annual Return

The Opportunity

– Fund Size: $7,000,000
– 14% p.a. fixed return
– 7% p.a. paid monthly, 7% p.a. at project completion
– Estimated project completion: September 2025

The Asset

– Sydney southwest growth corridor
– 91 Lot DA approved residential land subdivision
– 800 metres from a planned Smart Transit Corridor

The Market

– 39.8% price growth between January 2019
and December 2023
– LGA population growth of 47.3% to 2041
– Underpinned by the Western Sydney International Airport
Learn More
Fully Subscribed

Southwest Estate 02 Preferred Equity Fund

14% p.a.
Fixed Annual Return

The Opportunity

– Fund Size: $5,000,000
– 14% p.a. fixed return
– 10% p.a. paid monthly, 4% p.a. at project completion
– Estimated project completion: September 2025

The Asset

– Sydney’s southwest growth corridor
– 64 Lot DA approved residential land subdivision
– 500 metres from Willowdale Shopping Centre

The Market

– 42.7% price growth between January 2019 and December 2023
– LGA population growth of 75.3% to 2041
– Underpinned by the Western Sydney International Airport
Learn More

Upcoming Funds

Track Record

$0M
Raised Amount
$123.4 million
$0M
Redeemed Amount
$53.9million
$0M
Returns Paid
$12.8 million
0% p.a.
Average Return
15.2% p.a.
0 Funds
No. of Redeemed Funds
0%
Funds Successfully
Closed

Why Invest with Guardian Funds?

Access.
Opportunity.
Growth.

Access to capital intense and high return land subdivision projects is limited largely to high-net-worth individuals or corporations. Guardian Funds provides wholesale investors the opportunity to participate in subdivision projects backed by leading Australian developers.

We offer competitive risk adjusted returns, backed by real assets in low supply and high demand markets. 


Get in touch to find out more

Closed & Redeemed Funds

Since 2019, Guardian Funds has delivered market leading returns to its clients. In this time we have redeemed nine funds with a value of $46.6 million, paid $11 million to investors and averaged a return rate of 15.1% per annum. 

Opportunity Fund

16% p.a.
Fixed Annual Return

Product Type

Preferential equity

Investor Return

16.0% p.a. fixed

Investment Term

20 months

Fund Size

$6,000,000

Security

Preference shares in land owning entity with company and personal guarantee of its director

Status

Closed
Performance Report
Enquire Now

Rouse Hill Estate 74 Equity Fund

14% p.a.
Fixed Annual Return

Product Type

Preferential equity

Investor Return

14.0% p.a. 7.0% p.a. paid monthly + 7.0% p.a. at project end

Investment Term

15 months

Fund Size

$7,700,000

Security

Preference shares in land owning entity with company and personal guarantee of its director

Status

Closed
Performance Report
Enquire Now

Ashton Gardens No.2 Equity Fund

15% p.a.
Fixed Annual Return

Product Type

Preferential equity

Investor Return

15% p.a.

Investment Term

8 months

Fund Size

$1,800,000

Security

Preference shares in land owning entity with company and personal guarantee of its director.

Status

Redeemed
Performance Report
Enquire Now

Rouse Hill Estate 172 Equity Fund

12.5% p.a.
Fixed Annual Return

Product Type

Preferential equity

Investor Return

12.5% p.a. fixed

Investment Term

18 Months

Fund Size

$4,800,000

Security

Preference shares in land owning entity with company and personal guarantee of its director

Status

Closed
Performance Report
Enquire Now

Rouse Hill 105A Secured First Mortgage Fund

10.35% p.a.
Fixed Paid Monthly

Product Type

First mortgage, fixed income

Investor Return

10.35% p.a. fixed paid monthly

Investment Term

24 months

Fund Size

$4,875,000

Security

First ranking mortgage over 6,500 square metres of land in Rouse Hill. 65% Loan to Value Ratio

Status

Closed
Performance Report
Enquire Now

Rouse Hill 119A Secured First Mortgage Fund

11% p.a.
Fixed Paid Monthly

Product Type

First mortgage, fixed income

Investor Return

11.0% p.a. fixed paid monthly

Investment Term

24 months

Fund Size

$8,890,000

Security

First ranking mortgage over 11,720 square metres of land in Rouse Hill. 62% Loan to Value Ratio

Status

Closed
Performance Report
Enquire Now

Rouse Hill Estate 24 Equity Fund

14% p.a.
Fixed Paid Monthly

Product Type

Preferential equity

Investor Return

14.0% p.a | 7.0% p.a. + 7.0% p.a. at project end

Investment Term

12 months

Fund Size

$6,000,000

Security

Preference shares in land owning entity with company and personal guarantee of its director

Status

Redeemed
Performance Report
Enquire Now

Kellyville Equity Fund

15% p.a.
Fixed Annual Return

Product Type

Preferential equity

Investor Return

15% p.a.

Investment Term

12 months

Fund Size

$5,000,000

Security

Preference shares in land owning entity with company and personal guarantee of its director

Status

Redeemed
Performance Report
Enquire Now

Rouse Hill 95 Equity Fund

15% p.a.
Fixed Annual Return

Product Type

Preferential equity

Investor Return

15% p.a.

Investment Term

19 months

Fund Size

$4,700,000

Security

Preference shares in land owning entity with company and personal guarantee of its director

Status

Redeemed
Performance Report
Enquire Now

Ashton Gardens Equity Fund

15% p.a.
Fixed Annual Return

Product Type

Preferential equity

Investor Return

18% p.a.

Investment Term

9 months

Fund Size

$3,480,000

Security

Preference shares in land owning entity with company and personal guarantee of its director.

Status

Redeemed
Performance Report
Enquire Now

Garfield Grange Equity Fund

18% p.a.
Fixed Annual Return

Product Type

Preferential equity

Investor Return

18% p.a.

Investment Term

12 Months

Fund Size

$3,888,000

Security

Preference shares in land owning entity with company and personal guarantee of its director.

Status

Redeemed
Performance Report
Enquire Now

Rouse Hill 119 Secured Mortgage Fund

8% p.a.
Fixed Annual Return

Product Type

First mortgage, fixed income

Investor Return

8% p.a. fixed paid monthly

Investment Term

24 months

Fund Size

$8,990,000

Security

First ranking mortgage over 11,720 square metres of land in Rouse Hill. 62% Loan to Value Ratio

Status

Redeemed
Performance Report
Enquire Now

Vineyard Estate 627 Equity Fund

14% p.a.
Fixed Annual Return

Product Type

Preferential equity

Investor Return

14% p.a.

Investment Term

26 months

Fund Size

$2,500,000

Security

Preference shares in land owning entity with company and personal guarantee of its director

Status

Closed
Performance Report
Enquire Now

Insights

News

Why Invest In Sydney?

News

Key differences between Preference Shares and Ordinary Shares

News

Land development funds: your risk adjusted hedge against inflation
View All Insights
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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

This website does not contain investment, legal or tax advice. You should seek professional advice and conduct your own investigation and analysis regarding the information contained on this page.

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