CFMG Monthly Income Fund
The CFMG Monthly Income Fund is a pooled credit mortgage fund that provides investors with exposure to competitive returns and the Australian property market, through loans secured by first mortgages over real property.
CFMG Capital have developed a strategic pipeline of projects to be delivered over the next five to seven years, and with the support of our loyal investors have established a diversified mix of investment product.
Some of the additional key benefits of investing in this fund include:
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Pooled mortgage fund
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Competitive rate of return
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Diversification for your investment portfolio
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Exposure to Australian property market
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Loans secured by first mortgage securities over real Australian property
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Minimum investment amount of $5,000
Register your interest
*Receipt of the targeted return (or return of the invested capital) is dependent on the successful completion of the loan investments as outlined in the PDS for the CFMG Monthly Income Fund ARSN 602 609 638 (‘Fund’), available at www.cfmgcapital.com.au, and may not arise. Prospective investors should carefully consider the PDS for the Fund including the risks outlined in the PDS before making any investment decision in connection with this investment. An investment in the Fund does not represent a deposit and is subject to investment risk including possible loss of capital. Consider whether this investment is appropriate for you. CFMG Equity and Income Funds Limited ACN 112 753 876. AFSL 291 390. See our Target Market Determination at https://bit.ly/4hKzl5G The current targeted return of 8.25% per annum is current as at 1 May 2025 and is quoted net of management fees and costs. The Targeted Return is a variable rate of return and updated monthly.
Click the button below to view the CFMG Monthly Income Fund PDS
See Below Disclosure Documents
Valuation and Unit Pricing Policy
Constitution
Compliance Plan
Benchmark Disclosure Report
Due Diligence Questionnaire
Fund Portfolio and Investment Report
Withdrawal Form
Use the form below to make a request to withdraw (all or part of) your investment in the CFMG Monthly Income Fund.
Under the PDS a minimum balance of A$5,000 is required to maintain your investment in the CFMG Monthly Income Fund.
Prior to making any decision to withdraw (all or part of) your investment you should consider the CFMG Monthly Income Fund PDS (‘PDS’) as well as any taxation or other consequences that may arise. It is recommended that you obtain professional or personal financial advice from a suitably qualified adviser prior to making any decision to make a withdrawal request.
After any minimum holding period and subject to the provisions of the PDS if you submit your withdrawal request at least 7 business days before the last calendar day of the month, your withdrawal request will be processed on the 1st calendar day of the following month. The payment will then be made within 20 calendar days after that. If the 20th day falls on a non-business day, the payment will be made on the next business day.