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 Ltd.

The Box Hill Estate Opportunity Fund 01

NOW OPEN
The Box Hill Estate Opportunity Fund 01 is seeking to raise up to $15,000,000 from wholesale investors to fund the acquisition of a site for the development of an approximately 286-lot residential land subdivision in the Sydney suburb of Box Hill, located at the centre of Northwest Sydney’s priority growth corridor. The site is strategically positioned to benefit from significant ongoing private and public infrastructure investment within the precinct, including the upcoming Box Hill City Centre and community hub, Box Hill Primary School and High School, and Rouse Hill Hospital.

A portion of the subdivision has received Development Application (DA) approval. Further DAs are being submitted for sections of the development where opportunities to increase lot yield have been identified.

The Fund offers investors a choice of two attractive return options, with an investment term of fifteen (15) months from the launch date and provides a strong security package comprising preferred equity and developer guarantees over investor capital and returns.

Fund Size:
$15,000,000
Maturity Date:
16 July 2027
Investment Term:
15 months from the Fund launch date to the maturity date.
Fund Type:
Wholesale Dept Fund
Fixed Return Options:
12.0% p.a. paid monthly, or
15% p.a. paid at maturity

The Opportunity Fund 07 Wholesale Debt Fund

NOW OPEN
The Opportunity Fund 07 is a Wholesale Fund seeking to raise up to $15,000,000 from investors. Funds will be provided to a prominent and experienced residential land developer to acquire distressed, value-add and off-market land development opportunities across Sydney’s key growth corridors. These opportunities may include residential land subdivisions and other strategic land acquisitions where value can be created through rezoning, planning, development approvals, infrastructure outcomes or other land enhancement activities prior to sale or development.

Macroeconomic factors including higher interest rates, population growth and residential undersupply, are creating attractive opportunities with the potential to deliver enhanced returns. To date, the Developer has a track record of over 50 completed and current residential land subdivision projects across greater Sydney.

Fund Size: $15,000,000
Investment Terms & Maturity Dates Options:
12 Month Term – 27 July 2027
24 Month Term – 27 July 2028
36 Month Term – 27 July 2029
Fund Type: Wholesale Debt Fund
Fixed Return Payment Options:

12-Month Term
Option 1: 12.0% p.a. paid monthly
Option 2: 15.5% p.a. paid at maturity

24-Month Term
Option 1: 13.0% p.a. paid monthly
Option 2: 15.5% p.a. paid annually
Option 3: 17.0% p.a. paid at maturity

36-Month Term
Option 1: 14.0% p.a. paid monthly
Option 2: 16.5% p.a. paid annually
Option 3: 20.0% p.a. paid at maturity

The Rouse Hill Estate 04 Preferred Equity Fund

NOW OPEN
The Rouse Hill Estate 04 Preferred Equity Fund is a wholesale investment opportunity established to fund the development of a premium 42-lot residential land subdivision in the Sydney suburb of Rouse Hill. The project comprises two adjoining prime residential sites, providing investors with exposure to a strategically positioned development in one of Sydney’s most sought-after growth corridors. With Development Application (DA) approval anticipated by the end of the year, the project is well positioned to advance to the next stage of development. Investors can earn fixed returns of up to 17.0% per annum over the investment term while benefiting from a robust, asset-backed security structure.

Fund Size: $6,800,000
Maturity Date: 20 July 2028
Investment Term: 24 months from the Fund launch date to the maturity date.
Fund Type: Preferred Equity Fund
Fixed Return Payment:
Choose from 3 Options
1. 13.0% p.a. paid monthly,
2. 16.0% p.a. with 8.0% paid monthly and 8.0% paid at maturity, or
3. 17% p.a. paid at maturity

Riviere Estate Preferred Equity Fund

CLOSED
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

CLOSED
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

CLOSED
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

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

Vineyard Estate 627 Equity Fund

CLOSED
Product: Preferential Equity
Fund Location: Vineyard
Return: 14% p.a. guaranteed by landowner
Security: Preference shares in land owning entity
Fund Size: $2,500,000
Fund Manager: Norwest Funds Management Pty Ltd

Rouse Hill Estate 24 Equity Fund

CLOSED AND REDEEMED
Product: Preferential Equity
Fund Location: Rouse Hill
Return: 14% p.a. guaranteed by landowner
Security: Preference shares in land owning entity
Fund Size: $6,000,000
Fund Manager: Norwest Funds Management Pty Ltd

Rouse Hill 95 Equity Fund

CLOSED AND REDEEMED
Product: Preferential Equity
Fund Location: Rouse Hill
Return: 15% p.a. guaranteed by landowner
Security: Preference shares in land owning entity
Fund Size: $4,700,000
Fund Manager: Norwest Funds Management Pty Ltd

Rouse Hill 105 Secured Mortgage Fund

CLOSED AND REDEEMED
Product: First Mortgage, Fixed Income
Fund Location: Rouse Hill
Return: 8% p.a. paid monthly
Security: Preference shares in land owning entity
Fund Size: $3,200,000
Fund Manager: Norwest Funds Management Pty Ltd

Kellyville Equity Fund

CLOSED AND REDEEMED
Product: Preferential Equity
Fund Location: Kellyville
Return: 15% p.a. guaranteed by landowner
Security: Preference shares in land owning entity
Fund Size: $5,000,000
Fund Manager: Norwest Funds Management Pty Ltd

Ashton Gardens No.2 Equity Fund

CLOSED AND REDEEMED
Product: Preferential Equity
Fund Location: Riverstone
Return: 15% p.a. guaranteed by landowner
Security: Preference shares in land owning entity
Fund Size: $1,800,000
Fund Manager: Norwest Funds Management Pty Ltd

Ashton Gardens Equity Fund

CLOSED AND REDEEMED
Product: Preferential Equity
Fund Location: Riverstone
Return: 18% p.a. guaranteed by landowner
Security: Preference shares in land owning entity
Fund Size: $3,480,000
Fund Manager: Norwest Funds Management Pty Ltd

Garfield Grange Equity Fund

CLOSED AND REDEEMED
Product: Preferential Equity
Fund Location: Riverstone
Return: 18% p.a. guaranteed by landowner
Security: Preference shares in land owning entity
Fund Size: $3,888,000
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

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 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

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