Woodbridge Capital (Woodbridge) is a leading Australian and New Zealand Investment Manager and Non-Bank lender – with an ESG integrated investment process and philosophy.

The Woodbridge Capital team has a track record spanning over 30 years across property finance, real estate investment, development and construction, and has deployed and managed over $5 billion of loans in Australia and New Zealand over the past 10 years with zero loan impairments.

The Woodbridge Private Credit Fund (the Fund) is an Australian open-ended, unregistered, unit trust. The Fund provides wholesale investors with direct and indirect exposure to 1st mortgage (senior secured) Australian and New Zealand real estate loans – with an ESG integrated investment process and philosophy. All loans in the portfolio have a valuation prepared by an independent, qualified and registered valuer.

The Fund does not provide exposure to high-risk loans such as preferred equity loans, mezzanine finance, 2nd mortgage loans or corporate loans.

The Woodbridge Private Credit Fund is available on the following leading platforms:

  • CFS Edge
  • CFS FirstWrap
  • Praemium
  • BT Panorama
  • Macquarie Wrap
  • Netwealth
  • HUB24
  • Mason Stevens
  • Powerwrap
SQM Research has initiated coverage on the Woodbridge Private Credit Fund with a ‘Favourable’ rating. SQM Research concludes the Fund has potential to outperform over the medium-to-long term.

Key Fund Information

Key Fund Facts

Investment Type 1st Mortgage (Senior Secured) Asset Backed Loans
Minimum Investment $25,000
Distributions Monthly
Liquidity Quarterly (monthly best endeavours)
Fees Management Fee – 0.50% p.a.

Performance  Fee – Nil

Leverage Leverage Nil (the Fund does not use leverage)
External Trustee
AGP Investment Management Limited

Why Invest

Transparent

The Fund is fully transparent and does not hide loans or fees We provide transparency to our underlying loan portfolios and our monthly Loan Monitoring Reports.

Non Blended

The Fund is not a blended mix of multiple loan types and multiple loan security types producing a blended, and often hidden, portfolio risk and return.

First Mortgage Only

The Fund only invests in pure 1st mortgage (senior secured), asset backed loans with a focus on capital preservation throughout the credit cycle

ESG Framework

The Fund uses an ESG integrated investment process and negative screen on all loans to align with our Responsible Investment Framework.

Real Estate Experts

The Fund is managed by an experienced real estate investment team that has managed over 5 billion of loans through multiple economic cycles, with NIL loan impairments.

The Manager

The Woodbridge Capital (Woodbridge) team has a track record spanning over 30-years across property finance, real estate investment, development and construction and has deployed and managed over $5 billion of loans over the past 10 years with zero loan impairments.

Andrew Torrington

Managing Director and Chief Investment Officer

Read Bio icon arrow

Sam van Praag

Executive Director

Read Bio icon arrow

Matthew Samuels

Executive Director

Read Bio icon arrow

Chris Cunningham

Non-Executive Director

Read Bio icon arrow

Amanda Tieman

Chief Financial Officer and Company Secretary

Read Bio icon arrow

Andrew Torrington

Managing Director and Chief Investment Officer

Read Bio icon arrow

Sam van Praag

Executive Director

Read Bio icon arrow

Matthew Samuels

Executive Director

Read Bio icon arrow

Chris Cunningham

Non-Executive Director

Read Bio icon arrow

Amanda Tieman

Chief Financial Officer and Company Secretary

Read Bio icon arrow

How To Invest

Request a copy of the
Information Memorandum
Request a copy of the
Information Memorandum

Receive and read the Information Memorandum (IM).

Request

Request a copy of the
Information Memorandum

Complete the Application Form
Complete the Application Form

The application form can be accessed via the link below. Please contact 1300 052 054 if you require assistance.

Apply Now