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10%

Real Assets. Real Returns.

 

Target return per annum*

 

Capstone Income Fund

 
  • Australian property debt fund

  • Monthly distributions

  • Management invested alongside investors

 

* Returns are a target of the Fund and are not guaranteed

 

Minimum Investment: $100,000

 

Investment type: secured debt fund with mortgages over Australian property assets

 

Eligibility: contact us to confirm eligibility

 

We are a debt fund offering consistent positive income to investors through a diversified loan portfolio secured over Australian property.

About Us

 

The Capstone Income Fund is a diversified property debt fund. The Fund is open to wholesale investors and invests in a portfolio of registered mortgages over Australian property assets.

The Fund delivers outsized returns relative to risks to its investors by specialising in short-term loans with clear exits and conservative Loan to Value ratios. Key lending categories include bridging, residual stock, land, and residential loans with no construction or owner-occupied exposure. This enables Capstone Income Fund to provide investors a stable competitive income with a 10% p.a. target return. monthly distributions and no lock in period.

 

Managed by an experienced management team, the Fund focuses on a high-quality portfolio of loans that is diversified and relatively liquid. It adheres to strict loan criteria and credit approval requirements.

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ABOUT US

Why Us?

 
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The Fund offers secure, competitive, risk-adjusted returns that give investors the opportunity to benefit from debt investments with Australian property as security. Key benefits of investing with Capstone Income Fund are:

​High yield 10% p.a. target return

Monthly distributions

Flexible redemption with no lock in period

<60% portfolio Loan to Value Ratio, meaning there is $100 of verified value for every $60 lent

Management invested alongside with their capital at risk before investors 

Our Team

 
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ALEXANDER MACDONALD

Investment Manager

MacDonald Capital

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FRANCES MACDONALD

Investment Manager

MacDonald Capital

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SHANE BURNS

Chief Financial Officer

MacDonald Capital

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HUW GRENFELL

Investment Committee Member & Advisor

MacDonald Capital

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Our Funds

 

Capstone Income Fund 10% target return, paid monthly*

 

* Returns are a target of the Fund and are not guaranteed

 

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CONTACT

Register your interest

 

Please contact us by emailing info@capstonefunds.com.au or by completing the contact form below.

Thanks for your message!

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Contact Us

 

Contact

 

Sydney Office

 

1800 980 508
info@capstonefunds.com.au

Suite 211, 3 Eden Street

North Sydney, NSW, 2060

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WEBSITE DISCLAIMER

 

MacDonald Capital Pty Ltd ACN 642 520 474 (MacDonald Capital) is a corporate authorised representative (CAR) (CAR Number 1292288) of Boutique Capital Pty Ltd ACN 621 697 621 (Boutique Capital) AFSL 508011.

 

Any information or advice is general advice only and has been prepared by MacDonald Capital for individuals identified as wholesale investors for the purposes of providing a financial product or financial service, under Section 761G or Section 761GA of the Corporations Act 2001 (Cth). Any information or advice given does not take into account your particular objectives, financial situation or needs and before acting on the advice, you should consider the appropriateness of the advice, having regard to your objectives, financial situation and needs. If any advice relates to the acquisition, or possible acquisition, of a particular financial product you should read any relevant Product Disclosure Statement or like instrument and consult your own professional advisers about legal, tax, financial or other matters relevant to the suitability of this information. 

Any investment(s) summarised are subject to known and unknown risks, some of which are beyond the control of MacDonald Capital and their directors, employees, advisers or agents. MacDonald Capital does not guarantee any particular rate of return or the performance, nor does MacDonald Capital and its directors personally guarantee the repayment of capital or any particular tax treatment. Past performance is not indicative of future performance.

 

All investments carry some level of risk, and there is typically a direct relationship between risk and return. We describe what steps we take to mitigate risk (where possible) in the investment documentation, which must be read prior to investing. It is important to note that risk cannot be mitigated completely.

Complaints Resolution processes are available here..

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COPYRIGHT © 2023 BY CAPSTONE. ALL RIGHTS RESERVED

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