First Mortgage Fund

Established in 2017, the CVS Lane First Mortgage Fund provides investors with access to a diversified portfolio of first mortgage property investments.

9%

Target net investor IRR

The Fund targets a net investor IRR of 9% (approximately 5% over the cash rate) in the short to medium term.

6.7%

12-month net investor IRR

Strong pipeline of CVS Lane originated first mortgages to which CVS Lane's Funds receive first rights.

8.8%
Annualised quarterly return

(As at 30 September 2024)

64%

LVR on facility limit (excluding cash)

The Fund targets an average Loan to Value Ratio (LVR) of 65% across a broad portfolio of exclusively first mortgage investments.

(As at 30 September 2024)

Regular income

Via quarterly cash distributions.

Open-ended investment term

Greater investment flexibility and a platform for long-term growth.

Majority independent Investment Committee

Highly credentialled banking professionals, ensuring strict credit and governance standards.

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Get in touch for a copy of the First Mortgage Fund Information Memorandum or to talk to a member of our Investor Relations team.
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