Maintain control of your lifestyle with financial security

Benefit from investing with impact and earn up to 8%^ p.a. paid monthly.

Learn how you can maintain the lifestyle you worked so hard to achieve – receive financial security and monthly distributions.

Access to our Investment Pack now

Get exclusive access to our investment pack and additional information.

Our pooled mortgage investment offers a competitive yield (from 5-8%^ p.a.) with monthly distributions. An investment in the Fund provides you with monthly distributions from a pool of loans secured by registered mortgages, managed by Avestix Capital.

Key Benefits

  • Invest in Property Developments with an Impact focus.
  • Safe investment – secured against land and developments.
  • $50k minimum investment and $1,000 re-investments.
  • 12-month minimum commitment.
  • Provide regular monthly distributions.
  • Deliver a targeted return between 5-8%^ per annum to an investor.
  • Open to SMSF.
  • No hidden fees.
  • Minimise capital risk through investment in a diverse property portfolio.

5-8%^

PER ANNUM

Monthly Distribution

$100M

FUND

Initial Offering

$50k

MINIMUM

Investment

Fund Milestones

Milestone 1 - $5,000,000
Committed funds 50%
Milestone 2 - $20,000,000
Committed bid
Milestone 3 - $50,000,000
Committed bid
Milestone 4 - $100,000,000
Committed bid

Fund Performance

 JanFebMarAprMayJunJulAugSepOctNovDecYear
20200.6%0.6%0.6%0.6%0.6%0.6%0.6%0.6%0.6%0.6%0.6%0.6%7.2%
20210.6%0.6%0.6%0.6%0.6%0.6%0.6%0.6%0.6%0.6%0.6%0.6%7.2%

Development Pipeline

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Fund objectives

The fund focuses on property developments that deliver positive impact to economy, community, environment, and complies with business governance.

Monthly Distributions

Our savvy investors receive stable monthly distributions.

Liquidity​

An investor can request a withdrawal of their investment by giving three months' notice.

Impact Approach​

Make a sustainable investment choice that creates positive impact in your world and for the future.

Independent AFSL

Fund deposits, mortgages and securities are held by Wholesale Funds Manangement Pty Ltd who act as custodian of all fund assets.

Competitive Annual Yield

Deliver a targeted return between 5-8%^ per annum to an investor.

Who Can Invest

Sophisticated, Experienced and Professional investors - made in a personal name, with a joint partner or Company, Trust or Self Managed Superannuation Fund.

Investment Stability

Risks are mitigated by focusing on a well-researched, constantly monitored, and diverse portfolio anchored to a stable asset class.

Passive Income

Benefit from investing and earn monthly income without having to put in the work.

Invest today and start receiving monthly distributions

Impact objective

Invest with an intent to not only generate wealth, but create meaningful change and be part of a positive shift that is history in the making.

ECONOMIC

SEE EXAMPLES

Economic
Outcomes

- Fixed-term monthly distributions
- Competitive returns
- Sustainable financial growth
- Socio-economic benefits

ENVIRONMENTAL

SEE EXAMPLES

Environmental
Outcomes

- Renewable energy systems
- Waste disposal and processing
- Water management
- Natural resource conservation
- Carbon impact

SOCIAL

SEE EXAMPLES

Social
Outcomes

- Job creation
- Social and affordable housing
- Disability (NDIS) housing
- Community engagement
- Health and safety

GOVERNANCE

SEE EXAMPLES

Governance
Outcomes

- Transparency
- Regulatory compliance
- Diversity
- Bribery and corruption

Who is eligible to invest

EXPERIENCED INVESTORSOPHISTICATED INVESTORSPROFESSIONAL INVESTORS
Where the Authorised Intermediary is satisfied on reasonable grounds
that the person to whom the offer is being made has previous experience in investing in similar investments that allow them to assess:
The person or entity invests $500,000 or more; or

A qualified accountant certifies a person or entity has:
A person or entity who is:
• The merits of the offer;• Aggregated net assets of $2.5million; or• An Australian financial services licensee;
• The value of the underlying security;• Aggregated gross income for each of the last two financial years of at least $250,000 a year.• A body regulated by APRA outside of superannuation;
• The risks involved in accepting the offer;• A body registered under the Financial Corporations Act 1974;
• Their own information needs; or• Trustees of superannuation funds, approved deposit funds, pooled superannuation trusts and public sector superannuation schemes under the Superannuation Industry (Supervision) Act 1993 with net assets of at least $10million;
• The adequacy of the information given by the person making the offer.• A listed entity; or
The Authorised Intermediary has assessment criteria in place that allows them to assess whether an investor can be accepted as an Experienced Investor.• Controlling at least $10million gross assets.

Book a meeting

We would love to have a face-to-face or zoom meeting with you to go through our available offerings and answer any questions you might have. 

About Avestix

Avestix Group is a global investment company established in 2017 to provide investors with sustainable and innovative investment growth opportunities to create long term-value, to protect and create wealth. Avestix Capital currently manages $36M across a broad range of active strategies in global equities, fixed income, and real estate. Our investment philosophy is anchored to capital preservation and long-term performance, achieved through detailed thematic and fundamental analysis.

 

Avestix incorporates environmental, social and governance factors into its core investment processes and creates investment opportunities which deliver social and environmental outcomes.  The Avestix team has extensive global investment experience, property development and real estate management experience and leverages a global network of investment advisory specialists.

^ Distribution rates are an investment return objective and not a forecast. None of the Fund Manager, its respective Director’s, the Authorised Intermediary, its associates, or any other person provides any guarantee as to the future performance of the Fund, the performance or success of the investment offer, the repayment of capital or any particular rate of capital or income return.

 

Investment is subject to investment-specific and other risks. Possible risks could include delays in repayment and loss of income or capital invested. Past performance is not a reliable indicator of future performance.

The information on this website is general and is not a prospectus or Product Disclosure Statement.  The material is not intended to reflect any recommendations or financial advice, nor is it an offer or solicitation to buy any securities other than Units in the Fund as presented, or an offer or solicitation in any circumstances in which such an offer or solicitation would be unlawful.

 

It does not consider any investor’s investment objectives, financial situation, and/or particular financial needs. Therefore, prospective investors should first request and carefully read the Avestix Impact Property Fund Information Memorandum (IM) and if required, obtain independent legal and financial advice.

 

Avestix Capital Pty Ltd ACN 636 240 867, referrer on behalf of issuer, Wholesale Funds Management ACN 612 005 928 AFSL 487419.

Copyright © 2020 Avestix Pty Ltd. All Rights Reserved.

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4006 Queensland

Copyright © 2021 Avestix Pty Ltd. All Rights Reserved.