Megacap Platinum Income Fund

about5

A Guide to Investing through the Megacap Platinum Income Fund

Megacap Platinum Income Fund is an Australian contributory mortgage fund for Qualifying Investors that provides access to selected, loan-backed investments secured by first or second registered mortgages.

Managed by Privy Capital Pty Ltd ACN 661 967 497, the Fund sources and rigorously vets loan opportunities with an emphasis on strong security, conservative loan-to-value metrics generally up to 85% and clear exit plans. Loans are typically short-term, commonly up to 24 months; principal is returned at maturity, interest is paid via the Master Fund, and distributions may be paid during the investment period.

If you’re seeking mortgage-backed income with an emphasis on capital preservation, Megacap Platinum Income Fund is worth considering.

Investment Process

An action plan to Investing through the Megacap Platinum Income Fund. Megacap Platinum Income Fund is a pooled mortgage fund developed for Qualifying Investors who are searching for a greater consistent return on their investment.

To participate in this offer, you will need to complete the following steps:

STEP 1: REVIEW THIS INFORMATION MEMORANDUM CAREFULLY

You should read this document, in its entirety, prior to deciding whether to make an investment in the Master Fund. Please note that the investment is only open to Qualifying Investors that comply with a strict set of criteria and a process of accreditation.

STEP 2. CONSIDER THE OFFER

You should carefully consider all the information included in this Information Memorandum and any Supplementary Information Memorandum associated with the class of units selected, ensuring that you consider all the risks associated with this investment. Also, you should consider whether your particular investment needs and objectives will be well served by an investment in the Master Fund and whether this Master Fund is appropriate for you.

STEP 3. OBTAIN ADVICE

Before investing in the Master Fund, you should discuss this offer with your financial, legal and taxation advisors in order to determine whether investment in the Master Fund is right for you.

STEP 4. APPLY

You can apply to become an investor in this Master Fund by completing the application form available at request.

You will be required to complete a Sophisticated/Wholesale Investor Certification. In some instances, you will also be required to provide an Accountant’s Certificate confirming you are a Qualifying Investor and sufficient information to enable us to complete all AML/CTF checks.

STEP 5. WE WILL RESPOND

Following receipt of your application, the Investment Manager will respond confirming receipt of your investment and providing details regarding the next steps.

How Megacap Platinum Income Fund Provides Regular Income

The Megacap Platinum Income Fund is an investment option designed for Qualifying Investors who are seeking a steady and secured source of income. By investing in loan opportunities backed by first or second registered mortgages over Australian real property, the Fund aims to deliver income while protecting investor capital.

Investors Provide Funds

Investors provide capital into the Fund, which is then allocated to approved borrowers through secured loan investments. These loans are generally short-term in nature and are structured with conservative lending metrics to help safeguard investor funds.

Companies Borrow

Megacap acts as the Investment Manager by sourcing and managing these loan opportunities, providing financing to borrowers while securing the loans with registered mortgages.

Fund Distributes Income

After deducting fund-related costs, the Fund intends to distribute interest income received from borrowers to investors, with distributions generally paid during the investment period or at loan maturity.

Contact Us

Make your first meaningful
investment today