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
Morningstar Investment Ideas
Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 8,826.40 | 15.50 | -0.18% |
| CAC 40 | 7,692.49 | 3.78 | -0.05% |
| DAX 40 | 23,859.89 | 72.44 | 0.30% |
| Dow JONES (US) | 44,828.53 | 344.11 | 0.77% |
| FTSE 100 | 8,801.58 | 21.33 | -0.24% |
| HKSE | 23,794.91 | 121.15 | -0.51% |
| NASDAQ | 20,601.10 | 207.97 | 1.02% |
| Nikkei 225 | 39,587.68 | 223.20 | -0.56% |
| NZX 50 Index | 12,764.95 | 1.65 | -0.01% |
| S&P 500 | 6,279.35 | 51.93 | 0.83% |
| S&P/ASX 200 | 8,589.30 | 13.70 | -0.16% |
| SSE Composite Index | 3,473.13 | 0.81 | 0.02% |