Fund Updates

Cornerstone’s September return was 8.76% (annualised) against the fund’s target return of the RBA OCR + 4% (8.35%).

The fund delivered an annualised distribution of 14.65% in the month, maintaining consistency with prior months

The Fund again delivered a strong annualised return, at 10.08% (RBA + 5.73%) in September, from a pleasingly diverse portfolio of 49 (+3) loans and…

The Fund delivered a strong annualised return of 10.07% (RBA + 5.72%) in August.

The Fund commenced the FY27 year with a strong monthly annualised return of 10.15% (RBA + 5.80%), further extending its run of consistent,…

"This is more than a new fund — it's a reflection of the confidence we have in the business, people and discipline we've built over eleven years."

The Fund delivered a monthly annualised return of 10.20% (RBA + 5.85%), continuing its long run of consistent, predictable returns. Portfolio LVR…

The Fund delivered a monthly annualised return of 10.07% p.a. (RBA + 5.97%), continuing the fund’s long run of consistent, predictable annualised…

The Fund delivered a monthly return of 10.05% p.a. (RBA + 5.95%), marking six consecutive months of annualised returns within a tight 6 basis-point…

With an annualised March return of 10.10% (RBA + 6%), the fund’s return volatility again remains very low, with LVR falling slightly to 64.3%.

The Bedrock fund delivered another pleasing result in February with an annualised 10.11% return, which is very consistent with the 3 month annualised…

The fund’s annualised return of 10.10% for January is consistent with the last 3-4 months average return, however was slightly lower than hoped due…