Professionally managed funds providing a consistent rate of return with careful risk management.

Quarterly Update – 1 October 2020

We are pleased to announce our quarterly distribution rate of 4.50%* which is still very competitive when compared to many high street banks. Interest in our loans and investment products remains high, which means we can continue to perform positively in this low-interest-rate environment. As the dominance of Covid-19 remains, we continue to be cautious with our lending strategy.

*Annualised pre-tax quarterly return