Healthbridge Capital Fund

Healthcare Sector Retail Investment

The Healthbridge Capital Fund offers a unique opportunity to invest in the growing healthcare sector. By providing capital to health services professionals and businesses, the Fund supports the creation and operation of essential healthcare services across Australia.

Now featuring two investment options:

  • 2-Year Term: Anticipated net return of 9.4% p.a.
  • 3-Year Term: Anticipated net return of 10.5% p.a.

Start investing today with a minimum of $25,000.

Find out if our financial product is right for you

Key Information

The Healthbridge Capital Fund operates within the health services sector, focusing on financing healthcare businesses that deliver vital services to the Australian market. The Fund provides capital for acquisitions, business development, and operations.

Investment Classes

  • 2-Year Term: Offers a stable anticipated return of 9.4% p.a.
  • 3-Year Term: Has a  higher anticipated return of 10.5% p.a.

Investments are structured as Wakala Bil Istithmaar (Investment Agency) agreements to ensure Shariah compliance.

If you wish to invest in each (minimum $25,000 in total) you will be required to complete two applications as each have a common Product Disclosure Statement however they have their own Target Market Determination.

For more information, see our PDS.

Investments

Financial accommodation will include the following categories of investments:

Capital finance

directly to health professionals to acquire or fund the development of health service businesses and to finance fixtures, fittings and equipment in those businesses (Facility Finance). The Facility Finance will be in the form of a capital facility charging a facility rate based on the capital provided for the beneficial right to use the Facility Finance;

Financial accommodation

for inventory, wholesale supplies and other services provided to the healthcare business (Capital Facility), through a facility with Gains Retail Group Pty Limited (‘Gains Retail’), who are experts in inventory management for health services businesses.

Product Disclosure Statement

To find out if our financial product is right for you, please download and read the PDS and TMD in detail.

Our Investment Committee

Healthbridge Investments has appointed an investment committee, whose role is to:

  • Monitor performance of the Fund;
  • Review, and amend policies in relation to investment management activities;
  • Set investment objectives for each investment option;
  • Monitor and report on each appointed underlying investment advisor or service provider;
  • Review and approve any changes to investments; and
  • Report to the board of Healthbridge Investments who in turn will report to the Quay as the responsible entity

Apply Now

If you would like to invest in our product and have 100 points of certified ID ready to upload, click the button to apply online.

Note: Please download our PDS before applying

Product Disclosure Statement

To download our Product Disclosure Statement (PDS), please complete the form below.