Fund Stats

The RAW Mortgage Fund is a specialist mortgage lending fund whose investment objective is to provide an attractive and consistent level of dividend income or capital growth along with a high level of capital security.

Risk is managed carefully via conservative lending standards, rigorous credit assessment and ongoing monitoring. We identify low-risk mortgage lending opportunities on quality residential property located in major towns and cities in the British Isles, which are more easily let and more easily sold, even during economic downturns.
The Fund does not lend on high-value properties in London or elsewhere, nor does it lend against development properties or land which typically carries higher risk.

The aim of the Fund is to achieve a consistent NET return of 4.00% for institutional investors. The target return assumes Bank of England base rate at 0.10%. All lending is variable rate, so if the base rate rises so do returns to investors.
Since its inception in May 2015, the Fund has recorded a positive performance every month and has comfortably outperformed its benchmark (the 0-5 year corporate bond index).