The investment objective of the Fund is to deliver risk-adjusted returns to investors through primarily providing Financing Facilities to the Maxiron Lenders (“Lenders”) which will then lend money to borrowers secured by first mortgages over properties in Australia.
The Fund focuses on indirect investment into loans secured by first mortgages that typically range in terms from six (6) months to (12) months. Stringent investment criteria are observed prior to the provision of any Financing Facility, followed by a focus on strict risk management processes and procedures throughout the term. This involves gaining a thorough understanding of the properties and projects of each borrower in order to mitigate the likelihood of default, aiming to ensure that the capital of the Fund is protected, and importantly to maximise the Fund’s return given any risks involved.
The Fund aims to deliver:
• Access to a diverse loan portfolio, managed by Maxiron Premium Group, aimed at generating risk-adjusted returns;
• Preservation of capital through investments in loans that are backed by registered mortgages on Australian real estate;
• A steady income stream, with the option to reinvest monthly distributions, enabling Unitholders to increase their invested amounts over time; and
• The advantage of scale, which contributes to diversified mortgage portfolio
Scheme Type
Australian Wholesale Managed Investment Scheme
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.
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
Trust externally audited annually by Thomas Oliver Nolan (No. 301706).
Fund Manager
Maxiron Premium Pty LTD (ACN 670 689 540; Authorised Representative number 001305700)
| 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% |
| Terms | $500k-$990k | $1m-$1.49m |
|---|---|---|
|
6 Months |
7.61% |
NA |
|
12 Months |
8.16% |
8.36% |
|
24 Months |
8.26% |
8.46% |
|
36 Months |
8.58% |
8.78% |
| Terms | $1.5m-$1.99m | $2m-$3m |
|---|---|---|
|
6 Months |
NA |
NA |
|
12 Months |
8.61% |
8.86% |
|
24 Months |
8.71% |
8.96% |
|
36 Months |
9.03% |
9.28% |
* 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 reduction or 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. This target rate per annum is as of 01/08/2024. Please visit our website www.maxironpremium.com.au to confirm the latest interest rates.
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 consists 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 a 1st mortgage 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.
| Terms | Notice Period |
|---|---|
| 6 Months | 2 Months |
| 12 Months | 3 Months |
| 24 Months | 3 Months |
| 36 Months | 3 Months |
Inform us by emailing us at registry@maxironpremium.com.au
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 Reinvestment Application Form as you have done so previously and email us at investor@maxironpremium.com.au.
Metroland Fund Management Pty Ltd trading as Maxiron Corporate Service (ABN 66 134 682 876; AFSL Number 339 360) is the Trustee for the Maxiron Premium High Yield Fund (The Fund).
Maxiron Premium Pty Ltd (ACN 670 689 540; Corporate Authorised Representative No: 001305700) is the Investment Manager for the Fund.
*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 reduction or 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.
You should obtain your own professional advice before deciding to make an investment into the Fund.
Everything you need to know about investing with Maxiron Premium
We respect your privacy. You may opt out communication at any time.
Everything you need to know about investing with Maxiron Premium
We respect your privacy. You may opt out communication at any time.
Senior Fund Manager | Assistant VP
Jasonk@MaxironPremium.com.au | 0479 070 292
Jason is a seasoned fund manager with over 13 years of prior experience in property-related investment, sales, and management businesses for high-net-worth clients throughout Sydney and Regional NSW. His commitment to excellence and dedication to building long-term relationships has been instrumental in helping clients achieve their financial goals. Jason is excited to leverage his expertise and drive to generate significant value for his clients and their investments.
Senior Fund Manager | Assistant VP
John Le is a professional with over 20 years of experience in the investment industry. With his extensive expertise, John brings a wealth of knowledge and a proven track record of success. John’s deep understanding of the financial markets, combined with his ability to identify unique opportunities, will undoubtedly enhance in providing exceptional service and assist clients in portfolio growth.
Head of Investor Relations
Ray, with over 10 years in financial services, is known for his leadership and team collaboration skills. His investment expertise has led to a track record of exceptional results and strategic insights, always focused on client goals. Committed to investor education and personalised service, he excels in navigating market dynamics.
