Barwon First Mortgage
BAR8707AU
Barwon First Mortgage BAR8707AU Strategy
When fully invested, the Fund expects to have a portfolio of circa ten Investments at any one time. Each Investment by the Fund will be an interest in a closed-ended, single investment fund managed by Barwon (Sub Fund). These Sub Funds will make investments with the following characteristics:
▪ Loans to property owners and developers;
▪ Secured by a first-ranking mortgage over property;
▪ Loan-to-value ratio on the loans typically not exceeding 65%; and
▪ All secured property located in Australia, and typically in major metro regions.
The investment objective & strategy is a summary of the investment's principal strategy as written in the prospectus. This information is pulled from the most recent product disclosure document.
Funds News & Analysis
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Listed Investment Companies monthly performance: May 2025
The Morningstar LIC monthly report provides a snapshot of ASX-listed LICs, and whether they are trading at a premium or a discount to their net tangible assets (NTA).
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