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.
9.0%
12-month net investor IRR
Strong pipeline of CVS Lane originated first mortgages to which CVS Lane's Funds receive first rights.
8.3%
Annualised quarterly return
(As at 31 December 2024)
65%
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 31 December 2024)
Regular income
Via quarterly cash distributions.
Open-ended investment term
Greater investment flexibility and a platform for long-term growth.
Rated 'Superior' by SQM*
Financial advisers and wholesale investors can request a copy of the research report by contacting us at investorservices@cvslane.com.au
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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.
Contact us*The rating contained in this document is issued by SQM Research Pty Ltd ABN 93 122 592 036 AFSL 421913. SQM Research is an investment research firm that undertakes research on investment products exclusively for its wholesale clients, utilising a proprietary review and star rating system. The SQM Research star rating system is of a general nature and does not take into account the particular circumstances or needs of any specific person. The rating may be subject to change at any time. Only licensed financial advisers may use the SQM Research star rating system in determining whether an investment is appropriate to a person’s particular circumstances or needs. You should read the product disclosure statement and consult a licensed financial adviser before making an investment decision in relation to this investment product. SQM Research receives a fee from the Fund Manager for the research and rating of the managed investment scheme.