Guardian Funds

Opportunity Fund 05

Wholesale Debt Fund

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Fund overview

The Opportunity Fund 05 is a Wholesale Fund seeking to raise up to $10,000,000 from investors. Funds will be provided to a prominent and experienced residential land developer to acquire distressed, value-add and off-market land development opportunities across Sydney’s key growth corridors.

Macroeconomic factors including higher interest rates, population growth and residential undersupply, are creating attractive opportunities with the potential to deliver enhanced returns.

Through the Opportunity Fund 05, the Developer is positioned to take advantage of current market disruptions by acquiring distressed or value-add assets off-market and below market value. The Developer has a track record of over 50 current and completed residential land development projects across greater Sydney.

This is an attractive investment opportunity offering a choice of two investment terms, 12 or 24 months, each providing highly competitive fixed returns options and a robust security package comprising of Preferential Shares and Developer guarantees on investor capital and returns.

Fund Size: $10,000,000

Investment Term: The option for 12 month or 24 month term is available.

Maturity Date:

12 Month Term: 15 January 2027
24 Month Term: 15 January 2028

KEY FEATURES

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Competitive Fixed Returns

12 Month Term
Option 1: 13.0% p.a. paid quarterly in arrears
Option 2: 15.5% p.a. paid at maturity

24 Month Term
Option 1: 13.0% p.a. paid quarterly in arrears
Option 2: 17.0% p.a. paid at maturity

The elected term is fixed and cannot be amended once the investment has commenced. For each investment term, investors must select one return option.

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Low Risk Asset Class

Land only residential developments in Sydney’s high-demand growth corridors. Guardian Funds considers land subdivisions as the lowest risk property asset class.

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Conservative Ratios

We use conservative credit risk ratios to ensure ample cash coverage for each fund ensuring downside risks are effectively mitigated.

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Security of Preferential Shares

Investors receive preferential units in the Fund, providing first preference on income distribution and strong equity security.

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Developer Guarantees

The development company is highly experienced and well-capitalised with a strong track record and financial strength. The developer is providing guarantees of investor capital and returns.

Investment Calculator

Returns Calculator

Opportunity Fund 05

Calculate your earnings with our investment calculator. Select your investment term and returns option below.

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Payment Schedule

The prescribed rate of interest is calculated daily from the selected investment start date. Amounts displayed are rounded to the nearest dollar.

For the 12-month term option the maturity date is 15 January 2027. The final interest earning day is 14 January 2027. For the 24-month term option the maturity date is 15 January 2028. The final interest earning day is 14 January 2028.

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Contact Us

Get in touch
to find out
more.

1800 982 363