For Investors
General information about what investing with Sydney Metro Fund looks like. This is not financial advice. Please read carefully and seek independent advice before making any decision.
It means the fund aims to return the current RBA Cash Rate plus 6.25% per year to investors. As an example only, if the RBA Cash Rate were 2.4%, the target return would be approximately 8.65% per year.
This is a target only and is not guaranteed. General information only. Not financial advice. Past performance is not indicative of future results.
General Information
Private credit is lending that happens outside the traditional banking system. Instead of a business borrowing from a bank, they borrow from a fund like Sydney Metro Fund, which pools investor capital and lends it to assessed businesses.
Investors in the fund receive returns generated from the interest paid by borrowers. The loans are secured against real assets, meaning there is collateral behind every dollar lent.
Private credit has grown significantly in Australia over recent years as businesses seek alternatives to banks and investors look for stronger returns than savings accounts can offer.
General information only. This is not financial advice or a recommendation to invest.
How SMF Compares
Illustrative comparison only. Not a guarantee. Seek independent advice.
What SMF Offers
The following is general information about what investing with Sydney Metro Fund looks like. It is not financial advice.
The fund targets returns of 6.25% above the RBA Cash Rate, considered to be in the upper range of Australian private credit funds and referenced by the Australian Financial Review.
Every loan in the fund's portfolio is secured against real business assets. Experienced mortgage originators assess the security and the business before any loan is approved.
Investors receive regular distributions from the fund. Frequency and terms will be discussed during your consultation and covered in full in the fund's offer documents.
Every quarter we publish a plain-english newsletter covering fund performance, lending activity and anything else investors need to know. Three editions are available now.
The fund is managed from Level 1, 6-10 O'Connell Street in the Sydney CBD. Frank and Alexandra are based here and available to speak with investors directly.
There is no call centre. You can call Frank directly on +61 412 320 018 or book a free conversation online.
Illustrative Only
This calculator is for general illustration only. It does not represent a guarantee, forecast or financial advice. Always seek independent advice.
Investment amount (AUD)
Illustrative only. Not financial advice. Target return used at approximately 8.65% (6.25% above assumed RBA base of 2.4%). Returns are not guaranteed. Past performance is not indicative of future results.
Getting Started
We keep it simple and pressure-free. Here is what to expect when you get in touch.
Book a free conversation online or call Frank directly on +61 412 320 018. No forms, no obligation and no pressure.
Frank or Alexandra will walk you through how the fund works, answer every question you have and share the offer documents so you can review everything in your own time.
We strongly encourage you to read all offer documents carefully and seek independent financial advice before making any decision. There is absolutely no rush.
If the fund is a good fit, great. If it is not, we will say so honestly. We would rather you make the right decision for your situation than the wrong one for ours.
Ready to Learn More
Book a free, no-obligation call with Frank or Alexandra. Ask anything you like.