Lark Funds Management has been created to offer best of breed fixed interest style investment alternatives to underperforming cash and volatile equity markets.
This fund, the Lark Mortgage Income Fund (the Fund) focusses on generating strong, regular returns from real property based loans secured by first ranking registered mortgages over a mix of real property investments in Australia’s capital cities and leading regional centres.
Investing through the Lark Mortgage Income Fund targets monthly interest in excess of 7% pa net of all fees and expenses, based on a minimum 12 months investment term.
The directors and shareholders of the Investment Manager are significant investors in the Fund.
Why Lark?
Secured by mortgages on real property
Targets in excess of 7% p.a
12 month minimum term
Interest paid monthly in arrears
Experienced and aligned management team
Minimum investment $50,000
Key Profiles
Michael Houghton
Director, Credit Committee Member, Investment Committee Member
Michael is a senior finance and investment executive with more than 25 years’ experience in local and international private wealth management.
He has worked in wealth management, asset consulting, investment advice and portfolio construction.
He has previously held senior roles with Macquarie Bank, Citibank Switzerland, JB Were and ANZ and Westpac Private Banks.
Anthony Murphy
Director, Investment Committee Member
With extensive industry experience and knowledge in all aspects of investment and wealth, Anthony is a specialist in investment advisory, portfolio management, group strategy and international business relations.
Relationships are integral to success; Anthony has developed many long-term partnerships with loyal investors and specialists. He also co-invests in Lucerne’s own dedicated funds.
Previous experience includes Canaccord Genuity, Ord Minnett and Independent Economics.
Anthony is also a member of the CEO Institute.
Contact the team
