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Key Features

Business Loan Investment Fund

Name of Fund


Business Loan Investment Fund

Thrifty Money Pty Ltd

Fund Auditors

Advanced Accountants RTM

Nature of Fund

The Business Loan Investment Fund is a contributory investment fund, managed under an ASIC approved and issued AFSL. The Fund comprises of multiple Subfunds into which Members of the Fund invest. Each Subfund consists of one active business loan.

Eligible Investors

AFIF is open to Wholesale investors only. However, a closed category of Retail

investors, at the Trustee's sole discretion and as permitted by law, may be accepted

Investment Objective

The Fund’s objective is to deliver a Yield of no less than 8% per annum return on capital invested.

Investment Strategy

Hurdle Rate


BLIF fund secured short term business loans at the best rate it could attract.

None declared

None of the funds investors has received a return smaller than 7% (including premature withdrawals) and, since inception, no investor have lost any of its capital


Investment Term

The LVR (loan to security value ratio) varies from Loan to Loan and is determined by the type and nature of the security offered. LVR will, at the inception of a loan, not be worse than 80%

The minimum investment term is three (3) years.

Minimum Investment

The minimum investment in the Fund is * $50,000

Unit Pricing

Units are issued at $1.00 per unit.

   *  $ refers to Australian Dollar

(Download Disclosure Document and Subscribe for Units in the Fund)

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