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
funds
Listed Investment Companies monthly performance: June 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).
funds
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).
Morningstar Investment Ideas
Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 9,076.60 | 25.40 | -0.28% |
| CAC 40 | 7,716.23 | 6.91 | 0.09% |
| DAX 40 | 24,101.64 | 90.86 | -0.38% |
| Dow JONES (US) | 43,968.64 | 224.48 | -0.51% |
| FTSE 100 | 9,107.79 | 7.02 | 0.08% |
| HKSE | 24,851.90 | 229.73 | -0.92% |
| NASDAQ | 21,242.70 | 73.27 | 0.35% |
| Nikkei 225 | 41,820.48 | 761.33 | 1.85% |
| NZX 50 Index | 12,844.63 | 42.47 | -0.33% |
| S&P 500 | 6,340.00 | 5.06 | -0.08% |
| S&P/ASX 200 | 8,807.10 | 24.30 | -0.28% |
| SSE Composite Index | 3,635.13 | 4.54 | -0.12% |