1800 155 526

CFMG First Mortgage & Income Fund

This CFMG First Mortgage & Income Fund product provides our investors with a regular income stream, as the fund will distribute returns on a quarterly basis.

This fund enables investors to personally select which projects to invest in with a minimum investment amount of $25,000.

Some of the additional key benefits of investing in this fund include:

  • Targeted net returns between 5.95% – 7.85% per annum

  • Minimum investment amount of $25,000

  • Ideal for SMSF Investors – Distributions paid quarterly

  • The confidence that each loan will be fully secured via a registered first mortgage

  • Investments do not include property development loans

  • The experience and track record of CFMG Capital

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Investors have the flexibility to diversify through investing in multiple loans with investment terms ranging from 6 to 18 months.

View Current Investment Opportunities

Investment Subscriptions

Please note, past performance is not a reliable indicator of future performance.

During our land estate projects we will invite investors to participate in one or more capital raising subscriptions. Usually, each estate consists of a number of separate stages and we raise capital for each stage separately. This means there will normally be more than one opportunity to invest in a project if you miss out on previous subscriptions.

Subscription
Term
Funds Raised
Targeted Return
Actual Return
Status
SubscriptionClass K
Term12 Months
Funds Raised$1,960,000
Targeted Return6.95% p.a.*
Actual ReturnReturned 100% of investor capital and achieved the targeted return
StatusComplete
While the performance of one sub-scheme cannot be taken as a reliable indicator of the future performance of another sub-scheme, it is an example of CFMG Equity and Income Fund Limited’s experience and track record.
SubscriptionClass J
Term12 Months
Funds Raised$385,000
Targeted Return6.95% p.a.*
Actual ReturnReturned 100% of investor capital and achieved the targeted return
StatusComplete
While the performance of one sub-scheme cannot be taken as a reliable indicator of the future performance of another sub-scheme, it is an example of CFMG Equity and Income Fund Limited’s experience and track record.
SubscriptionClass I
Term12 Months
Funds Raised$2,818,885
Targeted Return6.95% p.a.*
Actual ReturnReturned 100% of investor capital and achieved the targeted return
StatusComplete
While the performance of one sub-scheme cannot be taken as a reliable indicator of the future performance of another sub-scheme, it is an example of CFMG Equity and Income Fund Limited’s experience and track record.
SubscriptionClass H
Term12 Months
Funds Raised$2,100,000
Targeted Return6.85% p.a.*
Actual ReturnReturned 100% of investor capital and achieved the targeted return
StatusComplete
While the performance of one sub-scheme cannot be taken as a reliable indicator of the future performance of another sub-scheme, it is an example of CFMG Equity and Income Fund Limited’s experience and track record.
SubscriptionClass G
Term12 Months
Funds Raised$1,680,000
Targeted Return6.75% p.a.*
Actual ReturnReturned 100% of investor capital and achieved the targeted return
StatusComplete
While the performance of one sub-scheme cannot be taken as a reliable indicator of the future performance of another sub-scheme, it is an example of CFMG Equity and Income Fund Limited’s experience and track record.
SubscriptionClass F
Term12 Months
Funds Raised$2,864,952
Targeted Return6.75% p.a.*
Actual ReturnReturned 100% of investor capital and achieved the targeted return
StatusComplete
While the performance of one sub-scheme cannot be taken as a reliable indicator of the future performance of another sub-scheme, it is an example of CFMG Equity and Income Fund Limited’s experience and track record.
SubscriptionClass E
Term6 Months
Funds Raised$907,640
Targeted Return6.25% p.a.*
Actual ReturnReturned 100% of investor capital and achieved the targeted return
StatusComplete
While the performance of one sub-scheme cannot be taken as a reliable indicator of the future performance of another sub-scheme, it is an example of CFMG Equity and Income Fund Limited’s experience and track record.
SubscriptionClass D
Term6 Months
Funds Raised$800,000
Targeted Return6.25% p.a.*
Actual ReturnReturned 100% of investor capital and achieved the targeted return
StatusComplete
While the performance of one sub-scheme cannot be taken as a reliable indicator of the future performance of another sub-scheme, it is an example of CFMG Equity and Income Fund Limited’s experience and track record.
SubscriptionClass C
Term6 Months
Funds Raised$750,000
Targeted Return6.25% p.a.*
Actual ReturnReturned 100% of investor capital and achieved the targeted return
StatusComplete
While the performance of one sub-scheme cannot be taken as a reliable indicator of the future performance of another sub-scheme, it is an example of CFMG Equity and Income Fund Limited’s experience and track record.
SubscriptionClass B
Term6 Months
Funds Raised$804,050
Targeted Return6.25% p.a.*
Actual ReturnReturned 100% of investor capital and achieved the targeted return
StatusComplete
While the performance of one sub-scheme cannot be taken as a reliable indicator of the future performance of another sub-scheme, it is an example of CFMG Equity and Income Fund Limited’s experience and track record.
SubscriptionClass A
Term6 Months
Funds Raised$750,000
Targeted Return6.25% p.a.*
Actual ReturnReturned 100% of investor capital and achieved the targeted return
StatusComplete
While the performance of one sub-scheme cannot be taken as a reliable indicator of the future performance of another sub-scheme, it is an example of CFMG Equity and Income Fund Limited’s experience and track record.

Click here to view our Target Market Determination

*Please note, past performance is not a reliable indicator of future performance. Receipt of the anticipated return (or return of the invested capital) is dependant on the successful completion of the project as outlined in the SPDS and may not arise. Prospective investors should carefully consider the PDS and SPDS including the risks outlined in those documents before making any investment decision in connection with this investment. CFMG Equity and Income Funds Limited ARSN 602 610 006. AFSL 291 390. See our Target Market Determination here

Click the button below to view the CFMG First Mortgage and Income Fund PDS

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See Below Disclosure Documents

Valuation and Unit Pricing Policy
Constitution
Compliance Plan
Due Diligence Questionnaire
Benchmark Disclosure Report

 

138 Mary Street
Brisbane, QLD, 4000
GPO Box 1993, Brisbane QLD 4001
1800 155 526
info@cfmgcapital.com.au