SWIMM Pooled Mortgage Fund Performance Update – March 2026

Sydney Wyde is pleased to share that the SWIMM Pooled Mortgage Fund has delivered an annualised return of 8.97% p.a. for the 6-month period from 1 October 2025 to 31 March 2026.

This represents a strong result at the upper end of the Fund’s target return range of 8.50–9.00% p.a., reflecting continued stability and consistent performance in a changing market environment.

Fund Performance and Positioning

The Fund continues to grow organically, with Funds Under Management now exceeding $240m. This growth reflects Sydney Wyde’s active management approach, with the portfolio remaining:

• Well invested
• Supported by strong liquidity
• Characterised by historically low default levels

Encouragingly, there has been no material impact on the loan portfolio from recent fuel or pricing pressures, with the Fund continuing to operate in a stable, business-as-usual environment.

Investment Opportunities

Sydney Wyde continues to see quality lending opportunities, particularly with long-term repeat borrower partners developed over more than 25 years.

There are currently a number of opportunities available within the Sydney Wyde Contributory Fund, with fixed net rates ranging from 9.00% p.a. to 9.25% p.a.

Investors can explore current opportunities via our Member Portal or by contacting the Sydney Wyde team.

Outlook

In what remains an uncertain economic environment, Sydney Wyde will continue to apply its conservative lending approach and disciplined risk management.

Backed by more than 25 years of experience and a long-standing, highly regulated investment platform, Sydney Wyde remains focused on delivering consistent performance for investors.

Distribution Timing

The SWIMM Pooled Mortgage Fund interest distribution and reinvestments will be processed to investor accounts, or reinvested as additional units, on 14 April 2026.

Important Information

This information is provided for general information purposes only and does not constitute financial advice or an offer to invest. Past performance is not a reliable indicator of future performance. Investors should consider the relevant disclosure documents and seek professional advice before making any investment decision.

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