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  5. CPF Real Estate Credit Ordinary units - Managed fund profile

CPF Real Estate Credit Ordinary units - Managed Fund

Fund Objective
The fund's investment objective is to provide regular income to Investors derived from interest earned on loans held by the Fund. The Fund may suit investors looking for high yield income combined with capital stability when compared to listed investments.
Fund Strategy
The fund's investment strategy focuses on providing secured loans to Australian real estate; targeting a Loan-to-Value Ratio (LVR) of up to 65% for first mortgages and up to 75% for second mortgages. Investments are diversified across residential and commercial properties in prime and growth areas. Risk is managed by lending to high-quality counterparties with strong credit profiles; conducting rigorous due diligence on borrowers and assets; and implementing active loan monitoring.

Fund Performance Comparison

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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.
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Fees Comparison

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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.
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Fund performance

  1M 3M 6M 1Y p.a. 2Y p.a. 3Y p.a. 5Y p.a. 10Y p.a.
Total return 0% 2.22% 4.46% 6.81% -% -% -% -%
Growth return 0% 0% 0% 0% -% -% -% -%
Income return 0% 2.22% 4.46% 6.81% -% -% -% -%
Market index (Morningstar AUD 1M Cash GR AUD)
Total return 0.31% 0.91% 1.93% 4.09% 4.19% 3.88% -% -%
As at 31 Aug 2025. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

No asset allocation data available.
Average Allocation of Peers
Alternatives
49.09%
International Equities
6.14%
Cash
39.01%
Fixed Interest
5.77%

General Information

Fund Details
Type Description
CPF Real Estate Credit Ordinary units
AMY8690AU
Alternative - Private Debt
Not Rated
Unknown
26 Aug 2024
n/a
$1 (as at 29 Aug 2025)
$1 (as at 29 Aug 2025)
Open
Offer information
Type Description
Minimum initial investment $50,000

FAQs about the CPF Real Estate Credit Ordinary units

The objective of the CPF Real Estate Credit Ordinary units managed fund is The fund's investment objective is to provide regular income to Investors derived from interest earned on loans held by the Fund. The Fund may suit investors looking for high yield income combined with capital stability when compared to listed investments.

The strategy of the CPF Real Estate Credit Ordinary units managed fund is The fund's investment strategy focuses on providing secured loans to Australian real estate; targeting a Loan-to-Value Ratio (LVR) of up to 65% for first mortgages and up to 75% for second mortgages. Investments are diversified across residential and commercial properties in prime and growth areas. Risk is managed by lending to high-quality counterparties with strong credit profiles; conducting rigorous due diligence on borrowers and assets; and implementing active loan monitoring.

The APIR code of the CPF Real Estate Credit Ordinary units managed fund is AMY8690AU.

CPF Real Estate Credit Ordinary units’s total return last month was 0%. This was made up of a growth return of 0% and an income return of 0%. These returns were calculated as at 31 Aug 2025.

CPF Real Estate Credit Ordinary units’s total return for the last three months was 2.22%. This was made up of a growth return of 0% and an income return of 2.22%%. These returns were calculated as at 31 Aug 2025.

CPF Real Estate Credit Ordinary units’s one-year total return is 6.81%. This was made up of a growth return of 0% and an income return of 6.81%. These returns were calculated as at 31 Aug 2025.

CPF Real Estate Credit Ordinary units’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 Aug 2025.

The asset allocation of the CPF Real Estate Credit Ordinary units managed fund is :

Alternatives
100%
International Equities
0%
Cash
0%
Fixed Interest
0%

The CPF Real Estate Credit Ordinary units managed fund belongs to the Alternative - Private Debt sector/asset class.

As at , the size of the CPF Real Estate Credit Ordinary units managed fund was $ million.

The CPF Real Estate Credit Ordinary units managed fund has an inception date of 26 Aug 2024.

The current entry price of the CPF Real Estate Credit Ordinary units managed fund is $1 per unit and the current exit price is $1 per unit (as at 29 Aug 2025).

The current exit price of the CPF Real Estate Credit Ordinary units managed fund is $1 per unit and the current entry price is $1 per unit (as at 29 Aug 2025).

The minimum initial investment amount for the CPF Real Estate Credit Ordinary units managed fund is $50,000.

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.