The Vision Income Fund (formerly the UBT Invest Australian Retail Credit Fund) (the Fund) is intended to provide members of the Brethren community (Community) with an investment product that suitably satisfies the Community’s ethical requirements, as an alternative to other fixed income investments in the market.
The Fund will aim to provide exposure to loan investments, through an interposed entity called the Vision Invest Commercial Credit Fund (formerly the UBT Invest Commercial Credit Fund) (Commercial Credit Fund).
Investments into this product are designed for those who wish to further the causes supported by UBT Marketing Pty Limited ACN 162 091 796 (UBT Marketing), including the funding of schools operated by the Community.
The Fund provides an opportunity to invest into an investment product, the objective of which is to provide a floating distribution rate of return for specified terms.
The objective of the Fund is to generate returns that are higher than the median term deposit rate paid by the major banks paid by the major banks for a 12 month term.
The Fund aims to deliver a monthly income distribution, generated from the distributions which the Fund receives from its sole investment, being units in the Commercial Credit Fund. The Commercial Credit Fund is the investment vehicle which actually makes the investments which generate the returns to be paid to the Fund.
Should you wish to invest, please read the Product Disclosure Statement and Target Market Determination (TMD) and complete the application form available on the right hand side of this page.
