Barrenjoey First Ag Credit Fund - Managed Fund

Fund Objective

Loans secured by an asset backed portfolio of livestock and grain commodities.

Fund Strategy

Loans secured by an asset backed portfolio of livestock and grain commodities.

Fund Performance Comparison

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Peers

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The performance of the peers is calculated as the total of the performance for each time period for all the funds in the peer group, divided by the number of funds in the peer group.

Fees Comparison

% p.a.

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NOTE: Fee data has been provided by Morningstar, it may not include all costs being charged on your investment such as platform and adviser fees. You should check your fund manager or adviser statements to find out the exact fees you are being charged. Peers are funds that use the same benchmark in the Morningstar database.

Fund performance

	1M	3M	6M	1Y p.a.	2Y p.a.	3Y p.a.	5Y p.a.	10Y p.a.
Total return	-%	2.79%	5.14%	-%	-%	-%	-%	-%
Growth return	0%	0.31%	0.11%	-%	-%	-%	-%	-%
Income return	-%	2.48%	5.03%	-%	-%	-%	-%	-%

As at 31 Dec 2025. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

No asset allocation data available.

General Information

Fund Details

Type	Description
Fund Name	Barrenjoey First Ag Credit Fund
APIR Code	BJT3849AU
Morningstar Rating	Not Rated
Legal Structure	Unknown
Fund Inception	17 Apr 2025
Fund Size	n/a
Entry Price	$1.01373 (as at 31 Dec 2025)
Exit Price	$1.01373 (as at 31 Dec 2025)
Fund Status	Open

Offer information

Type	Description
MER	1% (as at 3 Feb 2025)
Minimum initial investment	$100,000
Savings plan comments
Redemption comments

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FAQs about the Barrenjoey First Ag Credit Fund

What is the objective of the Barrenjoey First Ag Credit Fund managed fund?

The objective of the Barrenjoey First Ag Credit Fund managed fund is Loans secured by an asset backed portfolio of livestock and grain commodities.

What is the strategy for the Barrenjoey First Ag Credit Fund managed fund?

The strategy of the Barrenjoey First Ag Credit Fund managed fund is Loans secured by an asset backed portfolio of livestock and grain commodities.

What is the APIR code of the Barrenjoey First Ag Credit Fund managed fund?

The APIR code of the Barrenjoey First Ag Credit Fund managed fund is BJT3849AU.

What was Barrenjoey First Ag Credit Fund’s total return last month?

Barrenjoey First Ag Credit Fund’s total return last month was -%. This was made up of a growth return of 0% and an income return of -%. These returns were calculated as at 31 Dec 2025.

What was Barrenjoey First Ag Credit Fund’s total return for the last three months?

Barrenjoey First Ag Credit Fund’s total return for the last three months was 2.79%. This was made up of a growth return of 0.31% and an income return of 2.48%%. These returns were calculated as at 31 Dec 2025.

What is Barrenjoey First Ag Credit Fund’s one-year total return?

Barrenjoey First Ag Credit Fund’s one-year total return is -%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 31 Dec 2025.

What is Barrenjoey First Ag Credit Fund’s three-year total return?

Barrenjoey First Ag Credit Fund’s one-year total return is -%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 31 Dec 2025.

What is the asset allocation of the Barrenjoey First Ag Credit Fund managed fund?

The asset allocation of the Barrenjoey First Ag Credit Fund managed fund is :

Alternatives: 100%

What is the size of the Barrenjoey First Ag Credit Fund managed fund?

As at , the size of the Barrenjoey First Ag Credit Fund managed fund was $ million.

What is the inception date of the Barrenjoey First Ag Credit Fund managed fund?

The Barrenjoey First Ag Credit Fund managed fund has an inception date of 17 Apr 2025.

What is the current entry price of the Barrenjoey First Ag Credit Fund managed fund?

The current entry price of the Barrenjoey First Ag Credit Fund managed fund is $1.01373 per unit and the current exit price is $1.01373 per unit (as at 31 Dec 2025).

What is the current exit price of the Barrenjoey First Ag Credit Fund managed fund?

The current exit price of the Barrenjoey First Ag Credit Fund managed fund is $1.01373 per unit and the current entry price is $1.01373 per unit (as at 31 Dec 2025).

What is the minimum investment amount for the Barrenjoey First Ag Credit Fund managed fund?

The minimum initial investment amount for the Barrenjoey First Ag Credit Fund managed fund is $100,000.

Fund data sourced from Morningstar. Some material is copyright and published under licence from ASX Operations Pty Limited ACN 004 523 782 ("ASXO"). Data and content is provided for personal use only. Whilst every care has been taken in producing these numbers, neither Morningstar nor InvestSMART can make any guarantees around the complete accuracy of these figures. Should you decide to change investments, please read all relevant disclosure documents including the Product Disclosure Statements and if required, you may consider speaking to a financial professional for further guidance. A tax event may be realised as a result of switching investments. Past performance is not a reliable indicator of future performance.

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