3-month BBSW fell 10bps to 4.39% while 6-month BBSW finished the month 25bps lower at 4.53%. The latest figures from the RBA (July) indicated rates on new bank loans to small businesses which are secured by residential mortgages increased by 9bps to an average of 6.88%.
FUND NAME | ASX mFund | 1m (%) | 3m (%) | 1y (%) | 3y (%) | 5y (%) |
---|---|---|---|---|---|---|
Bentham Professional Syndicated Loan Fund | BAM04 | 0.51 | 1.28 | 8.03 | 4.65 | 3.99 |
Finexia Childcare Income Fund | 0.85 | 2.54 | 10.45 | n/a | n/a | |
Remara Private Credit Income Fund | 1.17 | 3.46 | 14.37 | n/a | n/a | |
Trilogy Monthly Income Trust | 0.69 | 2.06 | 8.43 | 6.96 | 6.88 |
*End of August 2024. Return in AUD after fees.