January Quarterly Report 2025
MESSAGE FROM HEAD OF INVESTOR RELATIONS
At Maxiron, we’ve had an extraordinary year, achieving record-breaking milestones and establishing ourselves as leaders in the mortgage fund investment sector. As we look ahead to 2025, we are proud of the confidence our investors place in us and remain committed to delivering consistent, high-quality results.
In FY2025 Quarter 1 and Quarter 2, we experienced exceptional growth. We saw a significant increase in our investor base, with a double-digit percentage growth across our fund, showcasing the appeal and effectiveness of our strategies. August and September were particularly remarkable, with record-breaking investments, highlighting the strong demand and confidence in our fund. December continued this momentum, bringing us close to full capacity. The overwhelming interest has led us to begin taking reservations for units in early 2025, a clear indication of the value we provide to our investors.
Our achievements have been further amplified through the incredible support of our clients, who have consistently recommended us to their families, peers, and communities. This organic growth through word-of-mouth referrals is one of our greatest accomplishments, as it highlights the positive experiences of our investors.
Looking to the remainder of FY2025, we are excited about the opportunities on the horizon. With the Reserve Bank of Australia expected to lower interest rates in early 2025, we anticipate even stronger results. These rate cuts are likely to reduce borrowing costs, in our opinion enhancing the performance of mortgage funds like ours and providing even greater passive income opportunities for our investors.
The growing private credit market, valued at approximately $40 billion in Australia, according to the Reserve Bank of Australia October 2024 Bulletin also presents exciting opportunities. Non-bank lending is expanding rapidly, and we are perfectly positioned to capitalise on this trend. *Providing alternative financing solutions allows us to meet the evolving needs of our investors while offering diversified income streams.
We’re determined to maintain this momentum as we move into FY2025 Quarter 3 and Quarter 4.
Past performance is no indicator as to future performance.
At Maxiron, we don’t just aim to grow; we aim to grow together with our investors.
*Article- Non-bank Lending in Australia and the Implications for Financial Stability Callum Hudson, Samuel Kurian and Michelle Lewis.
Ray Saedi
Head of Investor Relations
PERFORMANCE SUMMARY
Fund Name: Maxiron Monthly Income Trust | Fund Type: Pooled Mortgage Fund


Please note that past performance is no guarantee as to the certainty of future performance.
FUND INSIGHTS
RATE OF RETURNS (LAST 24 MONTHS)

ACCUMULATIVE COMPOUND RATE OF RETURNPER $1 UNIT INVESTMENT

^Return is based on our advertised rate of return during the period.
^Return is based on reinvestment of monthly distribution with no withdrawals.
Please note that past performance is no guarantee as to the certainty of future performance.
MORTGAGE PORTFOLIO SUMMARY

Mortgage Term

Note: All the Figures are based on unaudited figures as of 01/01/2025 and may be subject to change. The data is
based on the loan amount within the loan portfolio.
Download full January Quarterly report here.