Resources
If you wish to invest in either the KC Select Income Fund or the KC Diversified Income Fund you will need to obtain a copy of the relevant Product Disclosure Statement. You can do this by either clicking on the link below or contacting us via the “Contact” tab of our website.
KC Select Income Fund
Product Disclosure Statement
15 November 2016
RG 45 – ASIC Benchmark Disclosure Report
31 December 2018
KC Diversified Income Fund
Product Disclosure Statement
12 January 2017
RG 45 – ASIC Benchmark Disclosure Report
31 December 2018
Cumulative Returns Since Fund Inception
31 December 2018
Sample Of Past Loan Investments
| AMI00011 | Settlement of land for townhouse development |
| Amount | $1,820,000 |
| Term | 6 months |
| Borrower | Proprietary limited company |
| Loan Purpose | Settlement of land purchase for an 82 townhouse development |
| Security | 1st registered mortgage over property, corporate and personal guarantees |
| Security Location | Brisbane Metro |
| Property Valuation | $2,600,000 |
| Loan to Valuation Ratio (LVR) | 70% |
| Borrower Interest Rate | 13.0% p.a. |
| Target Return to Investors | 11.0% p.a. |
| Status | Complete – All principal and income returned to investors |
| AMI00015 | Settlement of land for townhouse development |
| Amount | $2,500,000 |
| Term | 12 months |
| Borrower | Proprietary limited company |
| Loan Purpose | Settlement of land purchase for 16 townhouse development. |
| Security | 1st registered mortgage over property, general security agreements, corporate and personal guarantees. |
| Security Location | Sydney Metro |
| Property Valuation | $3,800,000 |
| Loan to Valuation Ratio (LVR) | 65.8% of ‘as is’ valuation. |
| Borrower Interest Rate | 12.50% p.a. |
| Target Return to Investors | 10.25% p.a. |
| Status | Complete – All principal and income returned to investors |
| AMI00025 | Settlement of Land and construction loan |
| Amount | $3,250,000 |
| Term | 10 months |
| Borrower | Proprietary limited company as trustee for a trust |
| Loan Purpose | To purchase a development site and construct a medical centre |
| Security | 1st registered mortgage, general security agreements, corporate and personal guarantees |
| Security Location | Adelaide metro |
| Property Valuation | $5,500,000 |
| Loan to Valuation Ratio (LVR) | 59.1% |
| Borrower Interest Rate | 12.5% p.a. |
| Target Return to Investors | 10.0% p.a. |
| Status | Complete – All principal and income returned to investors |
| AMI00026 | Equity release on unencumbered land |
| Amount | $3,000,000 |
| Term | 12 months |
| Borrower | Proprietary limited company as trustee for a trust |
| Loan Purpose | Equity release from unencumbered land to assist with working capital |
| Security | 1st registered mortgage, general security agreement, corporate and personal guarantees |
| Security Location | NSW Regional |
| Property Valuation | $7,383,000 |
| Loan to Valuation Ratio (LVR) | 40.6% |
| Borrower Interest Rate | 12.5% p.a. |
| Target Return to Investors | 10.0% p.a. |
| Status | Current |