OAK CAPITAL - MORTGAGE FUND

SELECT INVESTMENT MORTGAGE FUND

Oak Capital is one of Australia’s leading independent specialist lenders and credit funds managers. We aim to provide tailored lending solutions to our borrowing clients whilst providing a reliable and diversified income stream to our investors. Oak Capital operates two audited Australian Securities & Investment Commission (ASIC) licenced Managed Investment Schemes, being both a Retail Fund and a Wholesale Fund. Oak Capital's Funds both operate on a Contributory Mortgage Fund model providing clear and easy to understand investment options for our investors seeking fixed interest returns.

Borrowers and Brokers have direct access to the decision makers. Our streamlined processes allow us to be flexible and fast acting. Oak Capital's specialist lending team strives to provide industry leading service to its clients.

Our select investment fund provides the ultimate in flexibility and gives investors complete control and the choice of exactly which loan suits them. The term, security, and amounts differ between loans, this allows for individual investment needs and preferences to be taken into account.

With greater transparency and choice of specific investment criteria, the Oak Capital Mortgage Fund may be the investment for you.

Take control over what your money is doing!

CALL US NOW TO DISCUSS borrowing OR investing
1300 625 227 (Loans) - 03 9621 1399 (Investors)

HOW IT WORKS FOR INVESTORS:

Become a member of either Oak Capital Fund by reviewing the relevant PDS or IM and completing the enclosed application form. Review the individual investment opportunities as they become available and make the choice that is right for you.

A nationwide network of brokers introduces a variety of lending opportunities to the Oak Capital team.
Loan amounts typically range from $100,000 to $10,000,000.

Oak Capital lending specialists complete an internal assessment of each loan which includes a valuation of the security property(s). The experienced Lending Committee must approve the loan to ensure that it fits Oak Capital’s strict criteria.

Every loan is secured by a mortgage over real property. You know exactly what you are investing in and the specific details of the security offered.

Select the lending opportunities that fit your individual requirements. Returns from 7.50%* per annum. Interest is paid monthly in advance.

*The rates of return from the Fund are not guaranteed and are determined by future revenue of the Fund and may be lower than expected.
Investors risk losing some or all of their principal investment. The investment is not a bank deposit.

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SOLID
AS
OAK.

First and second mortgage investment options with returns from generally 6.50%* per annum
Peer to Peer Lending without the hassle
Investments secured by real property assets
Complete transparency on every transaction
Confidentiality assured for borrowers and investors
National network of referrers provides a broad range of lending opportunities
Investors are provided with detailed information on their investment via an SPDS or SIM

INVESTORS

BORROWERS

BROKERS

TRANSPARENCY

The lending facilitated by Oak Capital is secured by real property Australia wide. Oak Capital is a Contributory Mortgage Fund that offers select investment in to specific mortgage transactions.

SECURITY

Oak Capital provides a transparent and easy to understand investment model for investors Australia wide. Oak Capital lends to borrowers throughout the country secured by first and second mortgages or caveat.

RETURNS

Oak Capital pays attractive returns from 7.75%* per annum. Each investment opportunity is different and the returns vary. For more information please call us directly to obtain a copy of our Product Disclosure Statement (PDS) or Information Memorandum (IM).

Disclaimer:

The information on this website has been prepared by Oak Capital Mortgage Fund Limited (ACN: 161 407 058) (AFSL 438659) & Oak Capital Wholesale Fund Pty Ltd (ACN: 622 106 692) (AFSL 506255) (Oak Capital) for general information purposes only, without taking into account any potential investors’ personal objectives, financial situation or needs. Before investing, you should consider your own objectives, financial situation and needs or you should obtain financial, legal and/or taxation advice. Oak Capital does not give personal product advice. The content on this website provides only general financial product advice. Past performance is not a reliable indicator of future performance. While due care and attention has been exercised in the preparation of forecast information, forecasts, by their very nature, are subject to uncertainty and contingencies, many of which are outside the control of Oak Capital. Actual results may vary from any forecasts and any variation may be materially positive or negative. Any offers will only be made in accordance with the PDS and SPDS or IM and SIM issued in accordance with the provisions of the Corporations Act 2001, and the attached Application form related to the Oak Capital Mortgage Fund (ARSN 166 411 463) or Oak Capital Wholesale Fund.

SE﻿LECT I﻿NVESTMENT MORTGAGE FUND

﻿CALL US NOW TO DISCUSS borrowing OR investing1300 625 227 (Loans) - 03 9621 1399 (Investors)

﻿HOW IT WORKS FOR INVESTORS:

Request an infor﻿mation pACK﻿

SOLIDASOAK.