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RHODES ASSET MANAGEMENT

Investing with Purpose
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PREMIUM INCOME FUND

Income Return

Up to 8.60%*

p.a. nett of fees

actual annualised distribution rate June 2024

* Terms & conditions apply. There are two investment subclasses in the Premium Income Fund; Enhanced and Standard. The rate shown is for the Enhanced class (minimum investment is $100,000); the Enhanced class has returned 8.3% in the year to June 2024 and 7.67% over the life of the fund (29 months). For the Standard class (minimum investment of $20,000), the June 2024 rate is 8.1%. The Standard class has returned 7.8% in the year to June 2024 and 7.17% over the life of the fund (29 months). Please note that past performance is not a reliable indicator of future performance, and rates of return are not guaranteed. This investment is not a bank deposit and carries risk. Refer to the PDS for full details. 

Rhodes Asset Management is an Australian funds manager offering selected investment opportunities that aim to build the wealth of our investors.

Expertise

The Rhodes team brings a wealth of experience in law, accounting, and financial services, and together we believe we can provide you with consistent and attractive performance. 
See the About us pages for more about our team

Independent Custodian

A licensed custodian will hold legal title to all mortgages and other security on behalf of investors, providing you with added certainty.

Diversification of Loan Portfolio

Your investment is spread over an entire loan portfolio which helps reduce your risk.

WHY INVEST WITH
US

Secured Lending

The Premium Income Fund investment structure and underlying loan portfolio aim to minimise your risks.

Distributions

Our Funds aim to provide you with regular income.

Duty

We are bound to act in the best interest of our investors.  You will benefit from our alignment of interests.

NEED MORE INFORMATION?

REQUEST A CALL BACK

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