*Please note, past performance is not a reliable indicator of future performance. The rates of return from the Fund are not guaranteed. An investment in the Fund is not a bank deposit.
Maxiron Premium High Yield Fund
Australian Wholesale Managed Investment Scheme
The fund aims to provide a competitive return through investment in a diversified portfolio of loans secured by first mortgages over Australian property.
Wholesale and sophisticated investors
You will be kept updated on your investment and its performance with monthly updates including investment confirmations, distribution statements and investor updates, and you will also receive annual tax statements.
6 months
*Target rate shown is effective as 1st August 2024.
*Distribution rates are an investment return objective and not a forecast. Distribution rates are not guaranteed and are determined by the stability of credit markets. Past performance is not a reliable indicator of future performance. *As with all investments, the Fund is subject to risks which are set out in the Information Memorandum (IM). There is a risk that you may lose some or all of your capital and/or a reducted cessation of distributions. The investment is not a bank deposit. Withdrawal rights are subject to liquidity and may be delayed or suspended.The performance of the Fund, the repayment of capital, or of any particular rate of return is not guaranteed.
Monthly
Your investment received by Maxiron are invested into mortgages via our lender secured by Australian real estate. For more information, please visit our Lending Guideline.
Maxiron Premium Pty LTD (ACN 670 689 540; Authorised Representative number. 001305700)
| Fund Name | Maxiron Premium High Yield Fund |
| Scheme Type | Australian Wholesale Managed Investment Scheme | Licencing |
Australian Financial Services Licence: 339 360 Australian Financial Services Authorised Representative No: 001305700
|
| Investment Objective | The fund aims to provide a competitive return through investment in a diversified portfolio of loans secured by first mortgages over Australian property. |
| Eligible Investors | Wholesale and sophisticated investors |
| Reporting | You will be kept updated on your investment and its performance with monthly updates including investment confirmations, distribution statements and investor updates, and you will also receive annual tax statements. |
| Minimum Investment | $500,000 (For investment from $20k, please visit our retail fund.) |
| Minimum Term | 6 months |
| Target Rate of Return |
Terms
$500k - $990k
$1m - $1.49m
$1.5m - $1.99m
$2m - $3m
6 Months
7.61%
NA
NA
NA
12 Months
8.16%
8.36%
8.61%
8.86%
24 Months
8.26%
8.46%
8.71%
8.96%
36 Months
8.58%
8.78%
9.03%
9.28%
*Target rate shown is effective as 1st August 2024. *Distribution rates are an investment return objective and not a forecast. Distribution rates are not guaranteed and are determined by the stability of credit markets. Past performance is not a reliable indicator of future performance. *As with all investments, the Fund is subject to risks which are set out in the Information Memorandum (IM). There is a risk that you may lose some or all of your capital and/or a reducted cessation of distributions. The investment is not a bank deposit. Withdrawal rights are subject to liquidity and may be delayed or suspended.The performance of the Fund, the repayment of capital, or of any particular rate of return is not guaranteed. |
| Distribution terms | Monthly |
| Use of Fund/Security |
Mortgage Secured Your investment received by Maxiron are invested into mortgages via our lender secured by Australian real estate. For more information, please visit our Lending Guideline. |
| Audited | Externally audited regularly by Thomas Oliver Nolan
(No. 301706). |
| Fund Manager | Maxiron Premium Pty LTD (ACN 670 689 540; Authorised Representative number 001305700) |
You are investing in a Mortgage Fund that finances credit facilities for loans secured by first mortgages over real estate in Australia. This investment focuses on short-term loans (6 to 12 months) backed by Australian real estate, aiming to offer risk-adjusted returns and capital preservation through a rigorous risk management and investment selection process. Key aspects of the Fund include a diverse loan portfolio managed by Maxiron Premium, aimed at generating steady income with reinvestment options, and benefiting from scale to maintain a diversified mortgage portfolio.
Investment is open to Wholesale and Sophisticated Investors.
Select the terms that suits you.
Choose between 6 to 36 months
Background
Since inception in 2002, Maxiron Group's goal is to improve the WealthBeing™ of every day Australians.
The Group has an experienced team of professionals from a variety of backgrounds including banking, investment, management consulting, trusts management, accounting, taxation and business advisory.
In addition, the Group consist of members of:
Use of Funds
Funds received are lent to a Maxiron company as a secured credit facility, which in turn makes commercial loans. These loans are secured by mortgages over Australian real estate and are diversified across different borrower groups, states, or classes of real estate.
Notify us of your request to withdraw funds at maturity is required.
Inform us by emailing us at registry@maxironpremium.com.au
Funds can only be withdrawn at maturity of your investment term.
However, in circumstances of hardship at Trustee's discretion you may be able to withdraw your funds prior to the maturity of the investment term.
Fees apply for early withdrawal or if you wish to transfer your account to another holder, read our Information Memorandum (IM) for more details.
The minimum commitment is $500,000 over an investment term of 6 months.
To grow your investment faster, you are free to make an additional investment at any time via the additional investment application.
Due to the overwhelming popularity of our products, a monthly investment limit has been implemented Investments are currently accepted on a 1st in 1st serve basis, and once the limit is reached, the excess would be deferred to the next month for allotment.
To ensure you can earn a competitive return as soon as possible, please apply and transfer fund at your earliest convenience so not to miss out on this investment opportunity.
You may also be able to become a member, please contact us for details. (Excluding US residents)
For prospective members in considering this investment opportunity, please read our Information Memorandum (IM).
If you are happy with your return and decide to stay with us longer, you are most definitely welcome. Just let us know and we'll rollover your investment for you for the same term, easy!
If you are interested in topping up your investment, it is as easy as pie. Simply fill in the Additional Investment Form and send it to us by email, our friendly investment team will then contact you.
If you have withdrawn your investment but wish to invest with us again, please fill in the Online Application Form as you have done so previously. Application can be completed in as little as 5 minutes.
Competitive target return paid to your bank account.
The choice of 6 to 36 month terms and invest from $500,000 to $1 million+ .
Funds are indirectly diversified into a pool of mortgages. Please read IM for risks.
The Fund is independently audited.
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