Diversified Credit Fund Performance Report – November 2025
Back to Market Insights
Interest in our Diversified Credit Fund continues to go from strength to strength. More investors have opened accounts up during the month, indicating an interest in the ‘set and forget’ approach to a portion of their investment portfolio. This is great news for us as we continue to offer more investment options to our investors.
As an experienced investment manager, we are focused on maximising the returns for investors within the Bowery Diversified Credit Fund (and for all our clients for that matter). Applications to invest into the Diversified Credit Fund received in the month of November were promptly deployed to the giving of loans or acquisition of units in the Bowery Mortgage & Investment Fund. All loans and investments performed as expected for the month with zero defaults occurring.
Performance summary for November 2025:
- Investment Distributions of 9.07% p.a. (Annualised) for the month
- Exceeded its Target Distribution Rate by 0.47% p.a. (5.47% above RBA Cash Rate)
- Conservative LVR Exposure of 57.72%
- Funds deployed across 12 different loans
- Diversified mix of underlying securities including residential, commercial, mixed use and vacant land
- The Targeted Distribution Rate for the Fund will remain at RBA cash rate + 5.0% p.a.
Please click on the image below to download the monthly performance report.
