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: