Invest via Fund

Earn attractive returns and portfolio diversification opportunities through investing via one of our discretionary funds.

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Offering Zagga's CRED property funds as a CREDible investment alternative

Cash and term deposits have always had strong appeal to self-managed super funds (SMSFs). However, to receive the highest return, you’re likely to have to lock up your cash for three to five years.

Via one of Zagga’s investment funds, investors have the option to include a credible investment alternative to their investment portfolio – one that offers a regular, risk-adjusted, fixed-income style of return, fully-secured by quality Australian property.

Introducing the Zagga Funds

Invest in property without buying the bricks and mortar

Investors in a Zagga Fund invest in quality loans to creditworthy borrowers, all first mortgage-secured by
high-quality, Australian property, without the need to personally scrutinise each and every individual loan.

Depending on an investor’s situation and objective, investors can select from one of two Fund types:

Pooled Funds

For investors looking to invest via the security of a lending trust, Zagga’s pooled funds offer investors a fractional ownership interest of the Fund’s interest in the Trust’s underlying assets, proportionate to the investor’s investment in the Fund.

Learn more

Unitised Fund

For financial advisors looking to increase their clients’ allocation to private debt, the Zagga CRED Fund provides a compelling alternative to earn regular, determinable income.

Learn more

Zagga launches the Zagga CRED Fund,
offering another CREDible alternative for advisors

The Zagga CRED Fund (ZCF) is a wholesale fund that aims to provide investors with an attractive rate of return and
regular, risk-adjusted income by investing in a specifically curated portfolio of credit-vetted, mortgage-secured loans.

Find out more
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Benefits of investing via a Fund

Simple investment

Invest without the need to personally scrutinise every loan

Portfolio diversification

Natural diversification from the specifically curated mix of loan types, purpose and location

Immediate returns

Your investment funds are generating a return from the day they are invested in a Fund

Highly experienced team

Our team possess deep expertise in credit, property and investment management. We operate with a highly disciplined, investor-first approach

Direct or Fund?

Choosing the preferred option really comes down to:

How much time you wish to spend searching for, and looking at, the opportunities
Your investment strategy - do you prefer to target specific transactions, or invest across a diversified range?
Register today

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We would like to acknowledge the Traditional Custodians of the lands, seas, and communities in which we provide our services. We would also like to pay our respects to the Elders past, present and emerging, and the continuing cultural influence they have on Australia.

Zagga Market Pty Limited (Australian Credit Licence 490904) ACN 611 662 401 acts as the Servicer of loans acting on behalf of the credit provider, Zagga Investments Pty Limited (AFSL 492354) ACN 615 154 786, trustee of the Zagga Investments Lending Trust

Additional Disclaimer

All portfolio numbers quoted correct as at 30 October 2024.

*Average investor return across the active portfolio as at 30 October 2024.

**Target return is after expenses and any applicable management fees for the year ending 30 June 2024. OCR = Australian Reserve Bank Official Cash Rate.

Past performance is not a reliable indicator of future performance and investments are subject to investment risk, fees and costs. Returns are not guaranteed.

Prospective investors wishing to invest in a Zagga direct investment or a Zagga Fund should fully consider the Information Memorandum, ZFF Fact Sheet and/or ZWF Brochure, available from Zagga, before applying to invest. Investments are subject to risks.

Articles on this website have been prepared by Zagga Investments Pty Limited (AFSL 492354) ACN 615 154 786 (Zagga) for information purposes only. It doesn’t take into account your objectives, financial situation or needs, nor is it intended as a substitute for any accounting, tax or other professional advice, consultation or service. Nothing in this article shall be construed as a solicitation to buy or sell any financial product, or to engage in or refrain from engaging in any transaction.

Past performance should not be taken as an indication or guarantee of future performance and no representation or warranty, express or implied, is made regarding future performance. Economic conditions may change.

Any analysis provided in this article is based on information obtained from sources believed to be reliable but Zagga does not make any representation or warranty that it is accurate, complete or up to date. Zagga accepts no obligation to correct or update the information or opinions in it. Any opinions expressed in this article are of the author and is subject to change without notice. Readers are reminded to exercise caution and use their own judgment when interpreting and applying the information contained in this article No member of Zagga accepts any liability whatsoever for any direct, indirect, consequential or other loss arising from any use of such information.

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