Invest
The funds as outlined below are only suitable for Wholesale Investors.
11.61 p.a.* Average weighted returns on closed Debt Fund Series since inception
First-class governance and risk management
Over 10 years proven track record
Zero capital loss. 100% of investors’ capital returned
Monthly distributions on Debt Fund Series and PPIF
A team of experts with decades of experience
Princeton Fund Series
Princeton Financial Services
Experience
Princeton’s senior leadership team has over 170 years of combined lending and property funds management experience.
Investor Security
All assets held by Perpetual Corporate Trust – Custodian.
Stability
Over a decade of; no losses, no redemption halts, and no missed distribution.
Transparency
Majority independent Credit Committee, clear fee structure, complete deal oversight, regular Investor reporting
Investment Philosophy
At Princeton, our investment philosophy is grounded in a deep conviction of the superior risk-adjusted returns offered by residential property on Australia’s Eastern Seaboard.
Our long-term performance demonstrates our profound understanding of market intricacies and the dynamic landscape that is residential property.
Residential Real Estate Underpins Australia’s Wealth
Source: Corelogic, RBA, APRA, ASX (2023)
Our Performance: Build your legacy on ours. Over a decade of promises kept.
A Legacy of Achievement
Since its inception in 2012, Princeton has funded over $600 million in debt facilities (Princeton Debt Fund Series) and has undertaken principal developments through its Equity Fund Series worth approximately $300 million. With an exceptional track record, Princeton has delivered to its investors superior risk-adjusted returns with no losses, no restrictions in redemptions, nor any issues with distributions.
Focus on Performance
While past performance is not an indicator of future performance, over the last decade, Princeton has provided a weighted average return to investors of 11.61% pa* through its Debt Fund Series. The pursuit of alpha returns (performance relative to the market) indicates Princeton’s commitment to superior risk-adjusted returns for our investors.
Experience when it counts
In the dynamic Australian residential property market, the potential for superior returns is enticing. This requires an experienced manager such as Princeton to deliver consistently while managing potential risks.
*past performance is not an indicator of future performance, quoted returns is an average weighted rate of return on closed funds since inception.
Target returns as of 1 March 2024
2012 to 2024 Princeton Debt Series Performance vs RBA Cash Rate
This information may relate to Princeton Financial Services Pty Limited ACN 160 484 551 AFSL 429511 (Princeton), its historical performance and certain funds and investments managed by or proposed to be managed by Princeton (each a Fund). A Fund referred to in this information is available to wholesale investors only. This information is provided for general informational purposes only and does not constitute advice or a recommendation. It has been prepared without taking into account your personal objectives, financial situation or needs and so you should consider these factors and obtain your own advice before deciding whether it is appropriate for you. While Princeton has taken reasonable endeavours to ensure that this information is accurate and complete, it does not guarantee the accuracy, completeness, reliability or timeliness of this information, and may change it at any time without notice. This information may also contain forward-looking statements (based on the past performance of Princeton or any Fund or Princeton’s current expectations and projections about the future), which are not an accurate indication of future performance and involve risks and uncertainties. Princeton does not accept any liability for any use of this information.
The rating contained in this document is issued by SQM Research Pty Ltd ABN 93 122 592 036 AFSL 421913. SQM Research is an investment research firm that undertakes research on investment products exclusively for its wholesale clients, utilising a proprietary review and star rating system. The SQM Research star rating system is of a general nature and does not take into account the particular circumstances or needs of any specific person. The rating may be subject to change at any time. Only licensed financial advisers may use the SQM Research star rating system in determining whether an investment is appropriate to a person’s particular circumstances or needs. You should read the product disclosure statement and consult a licensed financial adviser before making an investment decision in relation to this investment product. SQM Research receives a fee from the Fund Manager for the research and rating of the managed investment scheme.
