Investments

Guardian Funds

Guardian Funds Management Pty Ltd trading as Guardian Funds is a Corporate Authorised Representative
(CAR No: 001306485) and the fund management arm of Guardian Capital Australia Pty Ltd.

FivePearls Funds Management

FivePearls Funds Management is a Corporate Authorised Representative (CAR No: 001307320) of Guardian Capital.
FivePearls specialises in offering wholesale investors exclusive opportunities to participate
in ethically sound investments under Islamic values that are Shariah certified.
This distinctive approach offers investors a financially rewarding avenue while staying true to their values.

Riviere Estate Preferred Equity Fund

NOW OPEN
The Opportunity
– Fund Size: $6,000,000
– 14% p.a. fixed return
– 10% p.a. paid monthly, 4% p.a. at project completion
– Estimated project completion: November 2025
The Asset
– Prestige development lots in sought after part of Pitt Town
– 30 lot DA approved land subdivision
The Market
– Average lot size of this project is 1,751 square metres
– Future residential development constrained by limited zoned land with approximately only 170 lots available

Opportunity Fund 02

NOW OPEN
The Opportunity
– Fund Size: $10,000,000
– 16% p.a. fixed return
– Interest paid quarterly in arrears
– Investment Term: 10 months
The Asset
The Opportunity Fund is seeking to raise up to $10,000,000 from investors. The funds will be used to acquire distressed and opportunistic land development projects in Sydney’s growth areas.
The Market
Macroeconomic factors including higher interest rates, population growth and residential undersupply, are creating attractive opportunities with the potential to deliver. The developer has a mandate to capitalise on the prevailing market disruption to acquire distressed or value add assets, off market and below their market value.

Opportunity Fund

CLOSED
The Opportunity
– Fund Size: $6,000,000
– 16% p.a. fixed return
– Interest paid quarterly in arrears
– Investment Term: 10 months
The Asset
The Opportunity Fund is seeking to raise up to $6,000,000 from investors. The funds will be used to acquire distressed and opportunistic land development projects in Sydney’s growth areas.
The Market
Macroeconomic factors including higher interest rates, population growth and residential undersupply, are creating attractive opportunities with the potential to deliver. The developer has a mandate to capitalise on the prevailing market disruption to acquire distressed or value add assets, off market and below their market value.

Southwest Estate 02 Preferred Equity Fund

NOW OPEN
The Opportunity
– Fund Size: $5,000,000
– 14% p.a. fixed return
– 10% p.a. paid monthly, 4% p.a. at project completion
– Estimated project completion: September 2025
The Asset
– Sydney’s southwest growth corridor
– 64 Lot DA approved residential land subdivision
– 500 metres from Willowdale Shopping Centre
The Market
– 42.7% price growth between January 2019 and December 2023
– LGA population growth of 75.3% to 2041
– Underpinned by the Western Sydney International Airport

Southwest Estate 01 Preferred Equity Fund

CLOSED
The Opportunity
– Fund Size: $7,000,000
– 14% p.a. fixed return
– 7% p.a. paid monthly, 7% p.a. at project completion
– Estimated project completion: September 2025
The Asset
– Sydney southwest growth corridor
– 91 Lot DA approved residential land subdivision
– 800 metres from a planned Smart Transit Corridor
The Market
– 39.8% price growth between January 2019 and December 2023
– LGA population growth of 47.3% to 2041
– Underpinned by the Western Sydney International Airport

Southern Crescent Preferred Equity Fund

NOW OPEN
Product: Wholesale Preferred Equity Fund
Fund Location: Austral
Return: Variable Return between 13.7% p.a. and 16.8% p.a.
Security: Preference shares in land owning entity
Fund Size: $5,000,000
Fund Manager: FivePearls Funds Management Pty Ltd

Rouse Hill Estate 172 Equity Fund

CLOSED
Product: Preferential Equity
Fund Location: Rouse Hill
Return: 12.5% p.a. guaranteed by landowner
Security: Preference shares in land owning entity
Fund Size: $4,800,000
Fund Manager: Norwest Funds Management Pty Ltd

Rouse Hill 105A Secured First Mortgage Fund

CLOSED
Product: First Mortgage, Fixed Income
Fund Location: Rouse Hill
Return: 10.35% p.a. paid monthly
Security: First ranking mortgage
Fund Size: $4,875,000
Fund Manager: Norwest Funds Management Pty Ltd

Rouse Hill 119 Secured Mortgage Fund

CLOSED
Product: First Mortgage, Fixed Income
Fund Location: Rouse Hill
Return: 8% p.a. Fixed paid monthly
Security: First ranking mortgage
Fund Size: $8,990,000
Fund Manager: Norwest Funds Management Pty Ltd

Rouse Hill Estate 74 Equity Fund

CLOSED
Product: Preferential Equity
Fund Location: Rouse Hill
Return: 14.0% p.a. (7.0% paid monthly + 7.0% paid at project end)
Security: Preference shares in land owning entity
Fund Size: $7,700,000
Fund Manager: Norwest Funds Management Pty Ltd

Request an Information Memorandum

To obtain an Information Memorandum and Supplementary Information Booklet of our funds,
simply provide your contact details in the form provided, or send an email to info@guardiancapital.com.au