Woodbridge Private Credit Fund - Associate Global Partners

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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 1^st 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, 2^nd mortgage loans or corporate loans.

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

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

Fund Facts

Key Fund Facts

Investment Type	1^st 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 1^st mortgage (senior secured), asset backed loans with a focus on capital preservation throughout the credit cycle

External Trustee

The Fund is governed by an independent trustee who is responsible for overseeing the operations of the Fund and act in the best interests of investors they also sit on the Credit Committee.

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.