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Regular Income Stream

Receive payments that vary based on the performance of your selected loans or fixed-income securities. While the Fund aims to target stable returns, these are subject to market conditions, borrower performance, and investment risks. Returns are not guaranteed.

Expert Loan Management

Benefit from the proven expertise of Investment Manager in managing secured loans and other investment assets. Our experienced team applies rigorous analysis and management strategies to optimize outcomes for investors, while acknowledging that investment performance may vary.

Choose your investments

Enjoy the flexibility of selecting specific loans to invest in, within the Fund’s range of investment options. Be aware that individual loan performance may impact your overall returns.

Secured by Real Estate

Your investments are backed by mortgage security over underlying properties, providing a tangible layer of security. However, property market fluctuations, borrower defaults, and liquidity risks may affect investment outcomes.

Class A is designed to unveil a new and targeted investment opportunity within the Select Income Fund. Available exclusively to wholesale investors, Class A aims to provide comprehensive information regarding this distinct class of units within the fund.

Open Account

How to get started?

Step 1

Download the Information Memorandum (IM) for Class A.

Refer to this document for full investment details, including risks.

Get our Information Memorandum (IM) delivered directly to your email inbox.

Complete the investor application form.

Available here

Step 2

Step 3

Submit your application form to our investment team at invest@uptain.com.au

FUND DISCLAIMER
The information regarding the Uptain Select Income Fund is prepared by Mountain Asset Management Pty Ltd, ACN 644 362 425, as Trustee for the Fund, for general informational purposes only. It does not constitute financial product, tax, or legal advice or an offer to invest.
Investment Decisions: The information does not take into account your investment objectives, financial circumstances, or particular needs. You should consider your own circumstances and seek independent professional advice before making any investment decision. Refer to the Information Memorandum for full details before investing.
Performance: The Trustee and Investment Manager do not guarantee the performance of the Fund or the return of capital invested. Past performance is not indicative of future results.
Wholesale Investors: Only applications from wholesale investors under Section 761G of the Corporations Act 2001 (Cth) will be considered. Applicants must ensure compliance with Section 761G and provide all necessary documentation.