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RHODES ASSET MANAGEMENT

Investing with Purpose
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PREMIUM INCOME FUND

Income Return

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Up to 8.70%*

p.a. nett of fees

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actual annualised distribution rate for January 2025

* Terms & conditions apply.  There are two investment subclasses in the Premium Income Fund: Enhanced and Standard. The rate shown is the latest annualised distribution rate for the Enhanced subclass (minimum investment $100,000). For the Standard subclass (minimum investment $20,000), the latest distribution rate is 8.20% p.a.. Please note that past performance is not a reliable indicator of future performance. This investment is not a bank deposit and carries risk. Refer to the product page and PDS for more information. 

Rhodes Asset Management is an Australian funds manager offering selected investment opportunities that aim to build the wealth of our investors.

Expertise

The Rhodes team brings a wealth of experience in law, accounting, and financial services, and together we believe we can provide you with consistent and attractive performance. 
See the ‘About us’ pages for more about our team

Independent Custodian

A licensed custodian will hold legal title to all mortgages and other security on behalf of investors, providing you with added certainty.

Diversification of Loan Portfolio

Your investment is spread over an entire loan portfolio which helps reduce your risk.

WHY INVEST WITH
US

Secured Lending

The Premium Income Fund investment structure and underlying loan portfolio aim to minimise your risks.

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Distributions

Our Funds aim to provide you with regular income.

Duty

We are bound to act in the best interest of our investors.  You will benefit from our alignment of interests.

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NEED MORE INFORMATION?

REQUEST A CALL BACK

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Contact Us

1300 425 594

enquiries@rhodesam.com.au

Office Address

‘The Hub’ Suite 1,

2 Loraine Street,

Capalaba QLD 4157

Important Information

Postal Address

PO Box 1753,

Capalaba QLD 4157 Australia

General
This website contains information about us at Rhodes Asset Management Ltd (ABN 99 165 917 813, AFSL No. 464772) (Rhodes Asset Management, we, us and our) and the services and products we provide. Rhodes Asset Management is associated with the “Rhodes Financial Group” brand and is a related party to Rhodes Financing Solutions Pty Ltd (ABN 33 651 843 828).
 
No Advice
Information published on our website is general information only. It should not be construed as personal financial advice or a recommendation to invest or acquire any financial product. We have prepared the information without taking into account the personal objectives, financial situation or needs of any particular individual. We recommend you speak with a qualified financial advisor about the appropriateness of our financial products in light of your own financial objectives and personal circumstances.
 
Reliance on Product Disclosure Statement & Target Market Determination
Information about any of our financial products is contained in the respective product disclosure statement (PDS) and target market determination (TMD) accompanied by other disclosures we are required to make by law. You may obtain a copy of the PDS & TMD on our website or by emailing us at admin@rhodesam.com.au. You should not rely on any information that is not published by us.
 
Investment risk & Past Performance
There are risks associated with an investment in a managed fund. Whilst we endeavour to exercise due diligence and care in our conduct, we do not provide guarantees on any invested capital or the investment performance of the underlying managed fund. Past performance of any managed fund described on our website is not a reliable indication of future performance

© 2024 by Rhodes Asset Management

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