Fund Updates

December saw the fund deliver an annualised return of 10.15%, ~ 11bps up on November off the back of improved cash utilisation.

Across November the Fund delivered an annualised return of 10.04%, despite a lower-than-target cash utilisation at around 86%.

October marked a significant milestone for Bedrock, with the Fund surpassing $100 million in funds under management, a reflection of the trust and…

In an increasingly competitive lending environment we are pleased to report that Bedrock returned an annualised 10.18% in September, or the RBA Rate…

The Bedrock fund continues to perform well, with an annualised distribution of 10.50% in August, or the RBA cash rate + 6.90%.

July saw Bedrock deliver a distribution at 10.75% (annualised) as forecast last month.

In June, Bedrock continued its delivery of strong returns with its 10.98% annualised distribution being more than 20% above its target rate of RBA…

The full effects of the February 0.25% RBA rate cut have now flowed through to the Bedrock fund's performance, with the fund delivering an annualised…

April was another solid month for Bedrock. The return at 11.10% annualised is consistent with the previous month and continues to be at a market…

March saw an annualised return of 11.15%, materially in line with the preceding span of months, but representing a small reduction flowing from the…

February again saw minimal change to the Bedrock portfolio, with the fund maintaining its consistent, predictable performance with a return of 11.26%…

January is typically a quiet month in Commercial Real Estate and so it proved in 2025, with minimal change to the Bedrock portfolio.