Managed Funds

Income focused solutions to help you achieve your financial goals

7.75% p.a.*

*Paying up to 7.75% p.a. paid monthly. Variable rate.
 1st Mortgage Security
 Diversified Exposure
 Experienced Investment Manager
 Conservative Loan to Value Ratios
 Interest Paid Monthly

Which fund is right for me?

In this 2-minute introductory video, David Fitzgibbon, Operations Director at AltX explains:
  • Why investors select AltX managed funds;
  • The 4 x managed funds we offer;
  • How AltX helps investors meet their investment goals.

Explore the AltX Funds

5.75% p.a.*

*October 2021 net distribution rate annualised. Variable Rate.

AltX-Assetline Horizon Managed Fund

5.75% p.a.*

*October 2021 net distribution rate annualised. Variable Rate.

AltX-Assetline Horizon Managed Fund

Underlying Loans: Full Serviceability
Minimum Investment: $50,000
Income Distribution: Monthly

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6.85% p.a.*

*October 2021 net distribution rate annualised. Variable Rate.

AltX-Assetline First Mortgage Debt Fund No.1

6.85% p.a.*

*October 2021 net distribution rate annualised. Variable Rate.

AltX-Assetline First Mortgage Debt Fund No. 1

Underlying Loans: Bridging, Construction
Minimum Investment: $50,000
Income Distribution: Monthly

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7.25% p.a.*

*October 2021 net distribution rate annualised. Variable Rate.

Assetline – Senior Debt Construction Fund No. 3

7.25% p.a.*

*October 2021 net distribution rate annualised. Variable Rate.

Assetline – Senior Debt Construction Fund No. 3

Underlying Loans: Construction
Minimum Investment: $50,000
Income Distribution: Monthly

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7.41% p.a.*

*October 2021 net distribution rate annualised. Variable Rate.

Assetline Senior Debt Construction Fund No. 2

7.41% p.a.*

* October 2021 net distribution rate annualised. Variable Rate.

Assetline Senior Debt Construction Fund No. 2

Underlying Loans: Construction
Minimum Investment: $50,000
Income Distribution: Monthly

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Wholesale Eligible Investors

1st Mortgage Underlying Security

12-36 Months Fund Investment Periods

Fund Structure

Exposure to most senior part of capital structure - 1st loss provision

Equity
  • Lender buffer, borrower first loss
First Mortgage
  • Priority claim on interest and principal
  • Priority claim on asset

AltX Investment Structure

Fund Performance

$950m+ AltX Funds Under Management

70% Maximum LVR

100% Capital and interest returned

Fund Performance vs RBA Cash Rate - October 2021*

* October monthly return, annualised variable rate

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Managed Fund Form