December 24 saw Ark’s Bedrock Fund maintain its consistent, predictable performance with a return of 11.25% annualised.

This is the fund’s 13th month since inception and the fund’s 13th monthly return of 11.25% or higher, providing fund investors with excellent highly predictable, diversified-risk returns. The fund’s diversity metrics, the key focus of the Fund Manager and the broader Ark team remain strong, including; 25 loans (24 loans in Nov23) to 18 borrowers (17 borrowers in Nov23), in 8 regions, 6 states, and in loans spanning the Industrial, Residential, Retail and Medical sectors.

Nearly 84% of all loan investments are in Land or Land + Civil Construction loans, the space the Manager sees as the lowest risk part of the Development curve.

We believe the Fund’s return outlook remains strong, noting all Bedrock’s investments feature prepaid borrower interest and minimum interest rates, which is valuable in the event RBA rates fall. We look forward to Bedrock continuing to deliver the returns our investors have come to expect and rely upon as we enter 2025.

View Full Report