March 2024 – Market Commentary

The Fund delivered +0.74% in March, 9.49% over 12 months and 6.87% annualised since inception (April 2016), continuing to deliver over 5% net return above the RBA cash rate.   Past [...]

Elevated stakes: assessing the risk premium of construction finance

With Australia’s population forecasted to reach over 29 million by 2030, driven by net migration of around 500,000 per year, the demand for new housing is at record highs. The Australian [...]