Westlawn
Income Fund
The Westlawn Income Fund has been established to generate returns for investors through investing in a diversified portfolio of loans which will provide a regular monthly income over the term of the investment. Here we share with you information about the fund. Choose from our 6-Month (6.00%* p.a.), 12-Month (6.50%* p.a.), or 24-Month (7.00%* p.a.) terms.
Westlawn Income Fund Key Benefits
Competitive target distribution of up to 7.00%* pa
Regular income via monthly distributions and flexibility for investors to redeem or reinvest at maturity
Fund mandate to provide investment opportunities in a growing diversified loan portfolio across various geographical areas and industries
No entry or exit fees
Invest from a minimum of $10,000
Investors will also benefit from the expertise and experience of our board, the responsible entity, and investment manager who have a successful 55 years history in growing the profitable Westlawn Finance Group.
Who is the Westlawn
Income Fund Designed
For?
The Westlawn Income Fund is suited to investors such as individuals, companies, trusts, and self-managed superannuation funds who are looking for a competitive rate of return for a term on offer.
Select one of the term options below, invest with confidence, and experience the benefits of partnering with a trusted and experienced financial provider – Westlawn Income Fund!
Start building the life you want to lead, with as little as $10,000.
*The disclosed rate is a Target Distribution Rate that is variable and not guaranteed. Distributions are paid monthly over the term.
Eligibility criteria, terms and conditions apply. Investing in the funds is not a bank deposit and is subject to investment risk, including loss of capital invested. Before investing you should carefully consider the detail outlined in the PDS & TMD available at Westlawn.com.au Westlawn Financial Services Limited ACN 141 420 920, AFSL No. 518648 issued by ASIC, acting as responsible entity of Westlawn Income Fund ARSN 639 742 288.
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6-Months
Discover the benefits of our Class 6M Offer, designed for investors seeking a shorter-term commitment while targeting a competitive return of 6.00%* p.a. This plan offers regular income via monthly distributions, with the flexibility for investors to redeem or reinvest at maturity.
12-Months
Discover the benefits of our Class 12M Offer, designed for investors seeking a 12 month commitment while targeting a competitive return of 6.50%* p.a. This plan offers regular income via monthly distributions, with the flexibility for investors to redeem or reinvest at maturity.
24-Months
Discover the benefits of our Class 24M Offer, designed for investors seeking a 24 month commitment while targeting a competitive return of 7.00%* p.a. This plan offers regular income via monthly distributions, with the flexibility for investors to redeem or reinvest at maturity.
Performance Overview
Each class has paid the advertised Target Determination Rate each month since inception*.
| Class | Class 24M | Class 12M | Class 6M | |||
|---|---|---|---|---|---|---|
| Month | Target Determination Rate | Rate Paid to Investor | Target Determination Rate | Rate Paid to Investor | Target Determination Rate | Rate Paid to Investor |
| Sep - 23 | 6.00% | 6.00% | 5.50% | 5.50% | 5.10% | 5.10% |
| Oct - 23 | 6.00% | 6.00% | 5.50% | 5.50% | 5.10% | 5.10% |
| Nov - 23 | 6.00% | 6.00% | 5.50% | 5.50% | 5.10% | 5.10% |
| Dec - 23 | 6.00% | 6.00% | 5.50% | 5.50% | 5.10% | 5.10% |
| Jan - 24 | 6.50% | 6.50% | 6.00% | 6.00% | 5.50% | 5.50% |
| Feb - 24 | 7.00% | 7.00% | 6.50% | 6.50% | 6.00% | 6.00% |
| Mar - 24 | 7.00% | 7.00% | 6.50% | 6.50% | 6.00% | 6.00% |
| Apr - 24 | 7.00% | 7.00% | 6.50% | 6.50% | 6.00% | 6.00% |
| May - 24 | 7.00% | 7.00% | 6.50% | 6.50% | 6.00% | 6.00% |
| Jun - 24 | 7.00% | 7.00% | 6.50% | 6.50% | 6.00% | 6.00% |
| Jul - 24 | 7.00% | 7.00% | 6.50% | 6.50% | 6.00% | 6.00% |
| Aug - 24 | 7.00% | 7.00% | 6.50% | 6.50% | 6.00% | 6.00% |
| Sep - 24 | 7.00% | 7.00% | 6.50% | 6.50% | 6.00% | 6.00% |
*Past performance is not a reliable indicator of future performance
Download Target Market Determinations, Disclosures and Reports
- Westlawn Income Fund - Target Market Determination
- Westlawn Income Fund - Constitution
- Westlawn Income Fund - Continuous Disclosure Notice 30/09/2024
- Westlawn Income Fund - Compliance Plan
- Westlawn Income Fund - Unit Pricing Policy
- Westlawn Income Fund - 2024 Annual Report
- Westlawn Income Fund - Complaints Policy
- Westlawn Income Fund - Withdrawal Request Form
- Westlawn Income Fund - Interim Report 31 December 2023
Investment Risks
It is important for you to consider the PDS for the fund in deciding whether to invest or to continue to invest in the Fund. You can request a copy of the PDS by submitting your details in the form below.
*The above-disclosed rates are target distribution rates. The rates of return from the Fund are not guaranteed and are determined by the future revenue of the Fund and may be lower or higher than expected. Past performance is not a reliable indicator of future performance. An investment in the Fund is not a bank deposit and is subject to investment risk, including the loss of the capital invested. Risk factors to be considered are outlined in Part 1, Section 7, of the PDS.
By reading this page or downloading these documents, you agree that this information is of a general nature only and has not taken into account your particular circumstances. You should consider whether the strategies and investments are suitable for you or seek personal advice from a licensed financial advisor before making an investment decision.
