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          Product Guide

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              Mortgage Fund Product Disclosure Statement

              Please fill out the form below to receive our Mortgage Fund PDS.

                Retail Investor Application Form

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                  Wholesale Fund Information Memorandum

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                    Wholesale Investor Application Form

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                    Returns as solid as Oak

                    We understand the need to ensure your money is secure, that’s why our investments are secured against real Australian property, and why you choose exactly where your money is invested.

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                    YOUR PORTFOLIO, YOUR WAY.

                    With our model, your money is only used in the specific investments that you choose. We offer you direct investment into transactions that are secured by real property with conservative loan-to-value ratios.

                    We offer investments that suit both Retail and Wholesale clients. Oak operates two separate funds, being audited ASIC licenced Managed Investment Schemes, both a Retail Fund and a Wholesale Fund. We operate on a Contributory Mortgage Fund model, providing clear and easy to understand investment options for our investors seeking fixed interest returns.

                    Each loans individual details are available for you to review and make your own decision, this allows you complete control and ability to tailor your investment portfolio to suit you.

                    • Transparent and Secured Investments
                    • Array of Real Estate Types
                    • Investment terms from 3-12 months
                    • Retail Investors
                    • No Monthly or Annual Account Fees
                    • First and Second Mortgage Investment
                    • SMSF Investment Accounts
                    • Individual & Company Investment Accounts
                    • Fixed Interest Returns
                    • Flexibility to diversify your portfolio
                    • Sophisticated Investors
                    • High Yield Investments
                    Investment Process

                    Want to know more about our investment options?

                    Talk to our investor relations team today to see if Oak Capital could fit your investment strategy and portfolio

                    Why Choose Oak?

                    FIXED RETURNS

                    Our attractive returns start from 4.75%* per annum. Each investment opportunity is different, and the returns vary.

                    SIMPLE STRUCTURE

                    Select mortgage investment is a simple and easy to understand investment model. Invest in a particular transaction not a pool.

                    SECURED INVESTMENTS

                    Australian investors know and love the Australian real estate market. All our loans are secured by mortgages over real property.