Investor product · Asset finance

Equipment and asset finance pool

A pool of loans and leases to Australian businesses with an ABN, each secured by the equipment or vehicle being financed.

Wholesale investors

How to invest.

Apply online. We confirm your wholesale status and provide the offer documents for this fund when available; they set out the full terms, fees and risks.

What it invests in

What it invests in

01

Equipment

Machinery, plant, trucks and trailers, construction equipment, technology, medical and fit-out equipment.

02

Vehicles

Commercial and business-use vehicles, financed for business purposes only.

03

Many small loans

Exposure spread across many businesses, industries and assets.

Income

Where the income comes from.

Income is the regular repayments made by borrowing businesses, after losses and fund costs.

Investors seeking regular income from a diversified pool of secured business lending.

Key terms

How it works.

A summary only. The offer documents set out the full terms, fees and risks.

  • VehicleUnit trust for wholesale investors.
  • DistributionsMonthly, as set out in the offer documents.
  • LiquidityLoans repay over their terms, commonly 2 to 5 years; redemption terms are set out in the offer documents.
  • InvestorsWholesale clients only, under section 761G of the Corporations Act 2001 (Cth).
  • How to investApply online. We confirm your wholesale status and provide the offer documents when available.
  • Minimum investmentSet out in the offer documents.
  • Fees and costsSet out in full in the offer documents before you invest.
Risks

Key risks.

  • Businesses may default, and used equipment may sell for less than the amount owed.
  • Defaults tend to rise together in an economic downturn.
  • Repayments may be redirected to cover losses before distributions are paid.
  • Income and returns are not guaranteed, and you may lose some or all of your capital.
Next step

Apply to invest in this fund.

Applying does not commit you to invest. We confirm your wholesale status before sending the offer documents.