Our Track Record

Westbridge has been helping investors grow their wealth through property funds for over 20 years

20 +
years

Helping Investors Grow Their Wealth

$ 960
million

Assets Under Management as at June 2024

3.7
investments

Average Number of Investments our Clients Have With Us

Our Commercial Funds

Over the past two decades, we’ve significantly grown our commercial properties under management while maintaining attractive returns for our investors.

As at the end of FY23-24, we have 12 active funds across our commercial property portfolio with a combined value of circa $640 million.

These funds span a diverse range of sectors and locations, underpinned by our commitment to delivering diverse and compelling opportunities to our clients.

222.4%*

weighted average total return for divested commercial funds


12.8%*

weighted average net internal rate of return for divested funds


8.9%*

weighted average annual distributions on investment in active funds since inception



*Figures as at June 2024. Past performance is not a reliable indicator of future performance

*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.

We’re proud of the results we’ve achieved on behalf of our investors, and the strong relationships we've built along the way

Case Studies

Read our latest case studies from our property funds below:

Diversified Property Trust (In Progress)

  • Sector Diversified
  • Investment Focus Income
  • Number of Assets 6
  • Total Return Since Inception 128% (Net of Equity Invested)
  • Indicative Internal Rate of Return 17.0%

Westbridge Industrial Total Return (In Progress)

  • Sector Industrial
  • Investment Focus Growth & Income
  • Number of Assets 3
  • Total Return Since Inception 104%
  • Indicative Internal Rate of Return 14.5%

Pilbara Growth & Income Fund

  • Sector Residential
  • Investment Focus Growth & Income
  • Number of Assets 27
  • Time Held 5 Years
  • Total Return 161% (Net of Equity Invested)
  • Internal Rate of Return 13.2%

MPS Unit Trust No.1

  • Sector Diversified
  • Investment Focus Income
  • Number of Assets 3
  • Time Held 15 Years
  • Total Return 302% (Net of Equity Invested)
  • Internal Rate of Return 12.3%

A word from our investors

Sound management making wise selections for the portfolios, and delivering estimated yields or better. Could not be happier with my investments in three of their funds.
David K
The team at Westbridge have been consistently great to work with. They communicate regularly and are very giving of their time. I booked a consult with Brad and he provided some very useful insights - it wasn’t a sales pitch. His advice was invaluable. My family invest with Westbridge and they have delivered strong returns and provided a great service - consistently. Highly recommend.
Felicity A
Westbridge Funds Management are a highly professional company and leaders in their field. No request is to much trouble and the office staff always get back to you ASAP. I have always found them competent and easy to deal with. Should you need to Invest in Commercial Property I would urge you to contact Westbridge Funds Management in the first instance
Edward D
My dealings with Westbridge and in particular Brad Dunn have been effortless. They are very good operators and Brad is always available to help when needed. I can recommend them for those looking to invest just as I have done personally
Mark K

Our Residential Funds

Since 2015, we’ve been providing investors with the opportunity to invest in iconic property development projects across some of Perth’s most desirable locations.

As at June 2024, we have 14 active residential development funds under management with a total end value across these projects of circa $315 million.

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