At Westbridge Funds Management, we’re dedicated to providing compelling property investment opportunities to help our clients build a stronger financial future.
Our managed funds focus on delivering attractive returns through passive income and capital growth, underpinned by the proactive expertise and market knowledge of our experienced funds management team.
With over $950 million in assets under management and a proven track record, we’re proud to have been a trusted fund manager for investors across Australia for over 20 years.
Commercial funds
Our unlisted commercial property funds provide investors with access to high-quality commercial assets offering robust, income-based returns and capital growth potential.
We offer a diverse range of commercial investment opportunities, from multi-asset funds focused on providing regular passive income through to single asset and blended investments with a value-add focus.
Residential funds
Our managed residential property funds provide the opportunity to invest in boutique development projects in some of Perth’s most sought-after locations.
Focused on capital returns, these funds provide exciting wealth creation opportunities for investors seeking growth potential in the residential property market.
Investing in managed funds with Westbridge
Our straightforward investment process makes it easy for clients to review, submit and manage applications for our property funds. Learn more about how to invest in managed funds with Westbridge below:
Register
Complete an expression of interest form for your chosen fund to receive a copy of the Information Memorandum or Product Disclosure Statement.
Review
Read through the offer documents to review the investment opportunity, and contact our Key Relationships team with any questions.
Apply
Lodge an application via our convenient online portal, or contact our team for assistance.
Distributions
Once your application is accepted, we’ll issue you with a Unit Certificate confirming your investment, and you can start enjoying your regular distributions.
Our track record
Westbridge Funds Management has been a trusted partner for investors seeking to grow their wealth through unlisted managed funds in Australia for over twenty years.
During this time, we’re proud to have built a strong track record of generating attractive returns for our clients, consistently backed by our relationship-focused approach.
*The Average Annual Total Return is indicative only, based on weighted average unit price at issue. The capital value is based on the most recent Unit price. The capital value will not be realised unit the asset(s) are sold. Unit prices are calculated quarterly in accordance with the Funds unit pricing policy. Distributions include distributions paid per unit since inception for an initial Investor. All returns are net of management fees, but are before, sales fees, and associated costs in winding up the Fund (unless the Fund strategy is to divest in the next 12 months). Past performance is not a reliable indicator of future performance.
Meet our Key Relationships Team
We are committed to providing a transparent and exceptional investor experience, underpinned by regular communication and personalised service.
From guiding you through the strategy of our property funds to keeping you updated on your investments, our dedicated Key Relationships team are on hand to answer your questions every step of the way. Meet the team below:
Brad Dunn
Head of Key Relationships
Brad is an experienced Key Relationships Manager with an extensive background in commercial finance and investor relations. In addition to holding senior business management roles across various national banking groups, Brad also managed his own small business for seven years prior to joining Westbridge. As head of our key relationships division, Brad oversees the team responsible for fostering investor relationships and developing new business alliances. Since joining Westbridge and the MW Group, Brad and his team have helped to raise over $460 million in funds across the Group’s portfolio while continuing to champion our investor-first approach.
Philip Barton
Key Relationships Manager
Phil holds a Diploma of Mortgage Broking and has previously managed his own retail mortgage broking business. Phil has worked in the finance industry in both Australia and the United Kingdom and has partnership management experience within the not-for-profit sector. Phil draws on his 20 years’ finance experience and a broad network of industry contacts to develop new business partnerships and to foster positive experiences for investors.
Emmanuel Ranga
Key Relationships Manager
Emmanuel joins our team with extensive experience in client-facing roles across the finance and wealth management sectors, most recently serving as Senior Private Client Manager for NAB’s Private Wealth division. As Key Relationships Manager, Emmanuel is passionate about forging meaningful connections with our clients through the delivery of top-tier service. His client-centric approach is anchored in a profound understanding of our investors’ unique goals and objectives. Emmanuel holds a Bachelor of Commerce Majoring in Finance, a Bachelor of Commerce Majoring in Accounting, and is a Qualified Chartered Banker.
Riley McPherson
Strategic Relationships Manager
Riley has over a decade’s experience in key relations, having managed corporate partnerships for some of the world’s largest insurance companies. Responsible for overseeing and growing our business partnerships at Westbridge, Riley is passionate about working together with likeminded businesses to develop collaborative solutions that help clients achieve better outcomes for their property portfolios.
Stay updated on our upcoming property funds
Want to be kept informed about our upcoming managed funds? Register below to receive notifications of our latest investment opportunities:
FAQs
New to investing in managed property funds? View some of our Frequently Asked Questions below:
What are managed funds?
In the context of real estate, a managed fund is an investment structure that pools capital from multiple investors to acquire a real estate asset, or a diversified portfolio of assets, such as commercial, residential, or industrial properties.
Also known as ‘property investment funds,’ these funds provide investors with exposure to real estate markets without the resources and management responsibilities often associated with direct ownership.
Such funds are professionally managed by experienced property fund managers, who are responsible for acquiring, managing, and potentially developing the assets within the portfolio to generate returns for investors. These returns can be generated through rental income, capital appreciation, or both, depending on the investment strategy of the fund.
For more information, read our article on What are Managed Funds? Your FAQs Answered.
How do managed funds work?
A managed property fund is an investment vehicle, such as a unit trust or a company, that raises capital from investors to acquire and directly hold real estate assets.
Investors contribute capital to the fund in exchange for units, which represent their share of ownership in the underlying property portfolio.
In the case of our unlisted property funds at Westbridge Funds Management, investors receive returns based on the rental income and/or the potential capital appreciation of the assets within the fund’s portfolio. These returns are allocated according to the amount of capital each investor contributes to the fund.
What are the benefits of managed funds?
The main advantages of a managed fund include:
Access to premium assets: Managed real estate funds can provide exposure to large-scale, high-grade investment opportunities – such as significant residential developments or commercial properties – which are typically beyond the financial capacity of individual investors.
Lower entry costs: With lower minimum investment requirements compared to direct property ownership, managed property funds allow investors to access larger-scale assets without committing substantial capital or concentrating too much risk in a single investment. Most managed property funds in Australia, including those offered by Westbridge Funds Management, typically require a minimum investment of $50,000 to $100,000.
Diversification: Managed funds can enable investors to spread their capital across various assets and sectors, thereby reducing their risk through diversification. In some cases, a single fund may hold a portfolio that spans multiple regions and property types, further increasing diversification and spreading risk.
Professional management: Property fund managers are responsible for all aspects of the investment – from acquisition to ongoing asset management. Their expertise can be key to minimising risk and optimising returns, offering a level of professional insight and strategic oversight that individual investors may not have access to.
Passive returns: With property funds, investors can enjoy regular income streams and potential capital gains without being involved in the day-to-day operations of property management. This passive investment approach allows for a more convenient, hands-off experience, with regular income distributions typically made on a monthly or quarterly basis.
Non-recourse lending: With property funds, loans are taken out by the fund itself, rather than by the individual investors. As a result, investors are not personally liable or required to provide guarantees, such as using personal assets, as collateral. Their liability is limited to the value of their units in the fund.
What are the various types of managed funds?
Managed property funds can come in various forms, offering diverse structures, strategies and sector focuses to meet a wide range of investment goals. The main types of managed funds include:
Listed property funds: Listed funds are publicly traded on stock exchanges and allow investors to buy and sell units similarly to stocks. Such funds will often invest in a diversified portfolio of properties, offering exposure to a broad range of real estate assets. Due to their market liquidity, listed property funds are easily accessible to individual, or ‘retail’ investors. However, this liquidity can also have repercussions on their price volatility (discussed below).
Unlisted property funds: Unlisted real estate funds are privately held investment vehicles – typically structured as unit trusts or similar arrangements – that are not traded on public markets. Unlisted funds provide investors with direct exposure to the underlying assets. Contrary to listed property funds, these investments are typically locked in for the duration of the fund, offering lower liquidity but reduced price volatility. Unit prices are based on the capital value of the assets and are not linked to broader share market sentiment, which means they’re not subject to the same fluctuations often seen in listed funds. Unlisted investment funds can also offer more frequent distributions – typically on a monthly or quarterly basis – which is appealing to those seeking a regular income stream.
Closed-ended funds: Within property funds, you can also encounter different investment structures. Closed-ended property funds are investment structures that raise a fixed amount of capital by issuing a set number of shares or units when an asset is identified for acquisition. Once the fundraising period is complete, the fund is closed to new investments, and no additional capital can be raised. This can be appealing for investors seeking a set-and-forget approach as well as certainty on the suggested investment timeframe required to maximise returns. However, the liquidity is generally lower compared to open-ended funds.
Open-ended funds: Unlike closed-ended funds, open-ended funds allow for continuous investment as well as periodic redemption of shares or units through set redemption windows. They can accept new capital from investors at any time and allow existing investors to increase their unit holding throughout the fund term. Because open-ended property funds can issue units on an ongoing basis, their size can fluctuate over time. The unit price is determined by the net asset value (NAV) of the underlying properties, which is usually calculated periodically. Open-ended property funds are typically suitable for investors seeking a more flexible way to invest in real estate funds.
Why invest in managed funds?
Many investors opt to invest in managed property funds because they offer a range of benefits that make real estate investing more accessible and less time-consuming.
Through their lower entry requirements, such funds allow for investments across a range of real estate assets, providing valuable opportunities for diversification. This, in turn, helps to mitigate risk, as the performance of your investment is not dependent on any single asset.
Every aspect of the investment – from acquisition and management to leasing and maintenance – is handled by experts, giving you peace of mind that your assets are in professional hands. This approach also relieves you from the operational burden of direct ownership, such as dealing with tenants, maintenance, and legal matters.
Furthermore, managed real estate funds grant access to high-grade assets, including large-scale developments, that might be out of reach for individual investors. Investors can benefit from regular income distributions, often on a monthly or quarterly basis.
In summary, if you’re looking to invest in property, managed funds offer a convenient and professional way to gain exposure to high-quality real estate without the complexities and high capital outlay often associated with direct ownership.