InvestSMART

MM Real Estate Credit Fund - Managed Fund

Fund Objective
The fund provides wholesale investors with exposure to a diversified portfolio of short-to-medium-term commercial real estate development and construction loans. Loans are secured by first-ranking mortgages over Australian residential, mixed-use, and commercial property, supported by conservative loan-to-cost/LVR metrics and strict project monitoring.
Fund Strategy
The fund provides wholesale investors with exposure to a diversified portfolio of short-to-medium-term commercial real estate development and construction loans. Loans are secured by first-ranking mortgages over Australian residential, mixed-use, and commercial property, supported by conservative loan-to-cost/LVR metrics and strict project monitoring.
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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 0.9% 2.69% 5.12% -% -% -% -% -%
Growth return 0.06% -% -% -% -% -% -% -%
Income return 0.84% -% -% -% -% -% -% -%
Market index (Bloomberg AusBond Bank 0+Y TR AUD)
Total return 0.31% 0.9% 1.83% 3.97% 4.22% 4.11% 2.71% 2.11%
As at 31 Aug 2026. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

No asset allocation data available.
Average Allocation of Peers
Fixed Interest
80.61%
Australian Equities
0.02%
Cash
18.50%
Property & Infrastructure
0.86%
Alternatives
0%

General Information

Fund Details
Type Description
MM Real Estate Credit Fund
AUC0960AU
Mortgages
Not Rated
Investment Fund
1 Nov 2025
$21.57 million (as at 31 Aug 2026)
$1.009 (as at 31 Aug 2026)
$1.009 (as at 31 Aug 2026)
Open
Offer information
Type Description
MER 0% (as at 29 Sep 2025)
Savings plan comments
Redemption comments

FAQs about the MM Real Estate Credit Fund

The objective of the MM Real Estate Credit Fund managed fund is The fund provides wholesale investors with exposure to a diversified portfolio of short-to-medium-term commercial real estate development and construction loans. Loans are secured by first-ranking mortgages over Australian residential, mixed-use, and commercial property, supported by conservative loan-to-cost/LVR metrics and strict project monitoring.

The strategy of the MM Real Estate Credit Fund managed fund is The fund provides wholesale investors with exposure to a diversified portfolio of short-to-medium-term commercial real estate development and construction loans. Loans are secured by first-ranking mortgages over Australian residential, mixed-use, and commercial property, supported by conservative loan-to-cost/LVR metrics and strict project monitoring.

The APIR code of the MM Real Estate Credit Fund managed fund is AUC0960AU.

MM Real Estate Credit Fund’s total return last month was 0.9%. This was made up of a growth return of 0.06% and an income return of 0.84%. These returns were calculated as at 31 Aug 2026.

MM Real Estate Credit Fund’s total return for the last three months was 2.69%. This was made up of a growth return of -% and an income return of -%%. These returns were calculated as at 31 Aug 2026.

MM Real Estate 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 Aug 2026.

MM Real Estate 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 Aug 2026.

The asset allocation of the MM Real Estate Credit Fund managed fund is :

Fixed Interest
100%
Australian Equities
0%
Cash
0%
Property & Infrastructure
0%
Alternatives
0%

The MM Real Estate Credit Fund managed fund belongs to the Mortgages sector/asset class.

As at 31 Aug 2026, the size of the MM Real Estate Credit Fund managed fund was $21.57 million.

The MM Real Estate Credit Fund managed fund has an inception date of 1 Nov 2025.

The current entry price of the MM Real Estate Credit Fund managed fund is $1.009 per unit and the current exit price is $1.009 per unit (as at 31 Aug 2026).

The current exit price of the MM Real Estate Credit Fund managed fund is $1.009 per unit and the current entry price is $1.009 per unit (as at 31 Aug 2026).

The minimum initial investment amount for the MM Real Estate Credit Fund managed fund is $.

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.