Know the details.
Explore the funds.
Read the October 2026 information packages and request the current Offering Memorandum before investing.
Find your approach to mortgage investing.
Balanced Fund
Low loan-to-value first and second residential mortgages.
8.30%Designed net annual return with DRIP. Not guaranteed.
$25,000 minimum · Monthly distributions stated
Explore Balanced Fund ↗Preferred Shares Class BHigh-Yield Fund
High-yield residential mortgages, with a focus on second mortgages.
12.68%Designed net annual return with DRIP. Not guaranteed.
$25,000 minimum · Monthly distributions stated
Explore High-Yield Fund ↗Source: October 2026 fund packages. Return figures are forward-looking, not verified historical performance. Eligibility and current offering terms apply.
Balanced Fund · Class A
Download Balanced PDF ↗High-Yield Fund · Class B
Download High-Yield PDF ↗These packages supersede January 2025 marketing information for these share classes. They are summaries; current offering documents govern.
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