Westbridge has been helping investors grow their wealth through property funds for over 20 years
years
Helping Investors Grow Their Wealth
million
Assets Under Management as at June 2024
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
A word from our investors
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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