|Latest Return Date|
|Latest 6 Months|
|Latest 12 Months|
|Latest 24 Months (pa)|
|Annualised Since Inception|
Does not require full valuations on loans <65% LVR.
Borrowing rates are from 12% per annum on 1st mortgage loans and 16% per annum on 2nd mortgage/caveat loans.
Pays investors between 5.55% - 6.25% per annum depending on their investment term.
The ASCF High Yield Fund has a track record of 5 years and 1 month and has outperformed the Bloomberg AusBond Composite 0+ Yr Index since inception in March 2017, providing investors with an annualised return of 8.69% compared with the index's return of 1.92% over the same period. The Manager has delivered these returns with 3.73% less volatility than the index.
On a calendar year basis, the fund hasn't experienced any negative annual returns in the 5 years and 1 month since its inception. Over the past 12 months, the fund hasn't had any negative monthly returns and therefore hasn't experienced a drawdown. Over the same period, the index's largest drawdown was -8.66%. Since inception in March 2017, the fund's largest drawdown was 0% vs the index's maximum drawdown over the same period of -8.94%.