Sydney Wyde's SWIMM Pooled Fund Outperforms Investor Market Expectations

Sydney Wyde's SWIMM Pooled Fund Outperforms Investor Market Expectation

Exceptional results don’t just happen; they’re built on discipline, experience and a focus on delivering strong outcomes for investors.

For the six months to 30 September 2025, Sydney Wyde's SWIMM Pooled Mortgage Fund achieved an annualised return of 9.29% p.a., exceeding expectations and reinforcing Sydney Wyde’s track record of consistent performance. This milestone reflects our disciplined lending approach, prudent portfolio management and the continued trust and confidence of our investor community.

At Sydney Wyde, our investment philosophy is grounded in careful, considered lending. The Pooled Fund is a retail investment fund, providing investors with diversified exposure across a portfolio of well-secured loans, supported by our prudent credit assessment process and experienced lending team. We focus on generating reliable, risk-managed returns, with every decision guided by a commitment to transparency, stability and sustainable outcomes for investors.

The 9.29% p.a. annualised return for this period is a strong reflection of both the fund’s performance and our investors’ confidence. It’s a shared success built on steady management, quality lending and long-term vision. As we move into the next half of the financial year, our focus remains clear: maintaining robust credit standards, actively managing portfolio performance and continuing to deliver consistent returns. Further information can be found here.

We look forward to building on this momentum and continuing to help our investors’ capital work smarter. Contact Us to learn more about investing with Sydney Wyde and discuss current opportunities.

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‍This information is general in nature and does not take into account your objectives, financial situation, or needs. You should consider the Product Disclosure Statement (PDS) and seek independent professional advice before making any investment decision.