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Vertazen Group Europe Credit Fund

Providing regular income through secured Europe property credit

Flexi Account
ON REQUEST
0 % p.a.
Notice Account
90 DAYSʼ NOTICE
0 % p.a.
6 Month Fixed Term Credit
6 MONTH PERIOD
0 % p.a.
12 Month Fixed Term Credit
1 YEAR PERIOD
0 % p.a.
High Yield Account
2 YEAR PERIOD
0 % p.a.

Overview

The Vertazen Group Europe Credit Fund (“RACF”) aims to provide investors with stable income through an investment predominantly in Australian property credit secured by registered mortgages in major cities. The fund provides investors with five different investment options with varying target returns and liquidity profiles based on the strategy’s investment objectives.

  • Regular income paid quarterly
  • No development finance
  • Target portfolio average loan to value of 65%
  • 7+ years track record and delivering 100% on investment objectives
  • 0% losses within credit fund and 0% drawdowns in NAV across all classes
  • Well diversified underlying mortgage portfolio with historical low arrears

Fund Information

CURRENCY USD
MORTGAGE SERVICER Brighten Financial Pty Ltd
DISTRIBUTIONS Quarterly, Variable
INVESTMENT AMOUNT Minimum $100,000 USD
INVESTMENT MANAGER Vertazen Group
AUDITOR Deutsche Bank Foundation
1 MONTH 3 MONTH 6 MONTH 1 YEAR 2 YEAR P.A. 3 YEAR P.A. 5 YEAR P.A. SINCE INCEPTION P.A. SINCE INCEPTION CUMULATIVE INCEPTION DATE
FLEXI ACCOUNT (ON REQUEST) 0.19% 0.59% 1.18% 2.38% 2.29% 1.93% 2.06% 2.10% 15.27% NOV 17
NOTICE ACCOUNT (90 DAYSʼ NOTICE) 0.33% 1.01% 2.02% 4.07% 3.98% 3.75% - 3.70% 18.15% FEB 20
6 MONTH FIXED TERM ACCOUNT (6 MONTH PERIOD) 0.40% 1.22% 2.45% 4.95% - - - 4.87% 9.13% NOV 22
12 MONTH FIXED TERM CREDIT (1 YEAR PERIOD) 0.37% 1.47% 2.95% 6.00% 5.56% 5.53% 5.35% 5.21% 41.51% NOV 17
HIGH YIELD ACCOUNT (2 YEAR PERIOD) 0.50% 1.54% 3.08% 6.26% 6.16% 6.10% 6.55% 6.50% 39.99% MAY 19