Bond Fund Investment: Exclusive Wholesale Opportunity

This Bond Fund has been set up for a two-year period that will be to provide expansion capital to three portfolio companies that are asset rich and cash-flow positive, with strong asset coverage ratios.

The Investment:

  • Is Capital Guaranteed
  • Has a Fixed coupon of 6% per annum (paid monthly);
  • Has a Further annual 14% internal rate of return (IRR);

Download the investment information below to find out you can gain access to three portfolio companies that are asset rich and cash-flow positive, with strong asset coverage ratios.

The Bond Fund Investment Details

  • Diversified Investment

    Underlying assets of the fund exist in sectors of food production, property and industrial services, areas with low correlation to traditional assets

    Established Businesses

    The fund is looking to provide further capital to already cashflow positive investments

    Risk Managed

    The fund looks to provide investors a capital guaranteed investment secured with these established businesses

    Team

    Bond Fund is run by First Guardian, a fully established business with over $800 million under management and in advice, and has been managing portfolios since 1985

  • Diversified Investment

    Underlying assets of the fund exist in sectors of food production, property and industrial services, areas with low correlation to traditional assets

    Established Businesses

    The fund is looking to provide further capital to already cashflow positive investments

    Risk Managed

    The fund looks to provide investors a capital guaranteed investment secured with these established businesses

    Team

    Bond Fund is run by First Guardian, a fully established business with over $800 million under management and in advice, and has been managing portfolios since 1985

HOW TO GET INVOLVED?

1

Download the Investment Information to find out a bit more about the Opportunity

2

Provide your details so an advisor can contact you with more information on the investment.

3

Watch an Investor Briefing replay, or sign up to our next live investor briefing for exclusive access to David Anderson, co-founder of First Guardian Capital, who jointly manage the investment.

4

Finalise the information and fund the investment.

Live Investor Briefing - Bond Fund

Register for upcoming sessions

Join us for an upcoming Live Investor Briefing regarding a high yield Convertible Bond Fund. The fund offers stable investment returns providing investors in Class A Shares a priority fixed dividend.

The details of this investment will be outlined by David Anderson, MD and Funds Manager at First Guardian Capital, with key features including:

  • There is $20M being raised under the fund, which is secured against $26M placed into the fund;
  • Investment return is 6.0% annual yield, paid monthly at 50 basis points;
  • 14% IRR per annum on principal investment secured over 2 years and paid on exit.

It’s an online session that is live and interactive, and participants are encouraged to ask questions. Joining only requires an internet connection, so register now to book your spot and we will contact you with details around the logistics of the session.

BOOK YOUR SPOT

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