Invest with Confidence
Access a range of investment options through Portica, managed by B.Moses Capital Markets as trustee.
Investor Services
At Portica, we provide investors with carefully structured credit investment opportunities, designed to balance risk and return while offering flexibility to match your investment goals. Our investor solutions are split across two primary vehicles, Funds and Syndicates, each with distinct features tailored for different investment strategies.
Why Invest with Portica?
➤ Security: first and second mortgage positions secured by tangible property
➤ Transparency: clear reporting and updates for every deal
➤ Flexibility: choose between pooled “set and forget” funds or deal-by-deal syndicate investments
➤ Expert Management: our team of credit and investment professionals oversee loan origination, assessment, and management to maximise investor returns while mitigating risk
Grow Your Portfolio with Portica
Invest with confidence in Australia’s private credit market. Portica offers carefully structured first and second mortgage opportunities, providing consistent income and strong return potential through either diversified funds or direct, deal-by-deal syndicate participation.
Please note: Investment opportunities shown are made available via B. Moses Capital Markets Pty Ltd (ACN 648 799 235) in its role as trustee of the relevant Portica investment vehicles. Portica acts in an advisory and management capacity but does not directly offer or issue investments.
01
B Series
Fund
8.5
%*
p.a.
*Past performance is not an indicator of future performance.
A first mortgage credit fund offering investors access to a diversified pool of secured Australian property loans. Designed as a medium-term, income-focused investment, the B Series Fund delivers reliable returns to its investors through pooled exposure to a variety of high quality lending opportunities.
Key Features:
3+ year investment term
Semi-annual distributions
Pooled exposure across multiple loans
First mortgage security
“Set and forget” style investment for consistent income
02
C Series
Fund
12
%*
p.a.
*Past performance is not an indicator of future performance.
A second mortgage credit fund aimed at investors seeking higher yield through exposure to carefully selected subordinated loans. The C Series Fund combines strong return potential with a diversified, pooled structure, providing a medium-term, income-focused investment solution.
Key Features:
3+ year investment term
Semi-annual distributions
Pooled exposure across multiple loans
Second mortgage security
Suited to investors comfortable with a higher return profile
03
B Series
syndicate
8.5
%*
p.a.
*Past performance is not an indicator of future performance.
A first mortgage, deal-by-deal investment opportunity that gives investors direct access to specific property-secured loans. The B Series Syndicate offers transparency and flexibility, allowing investors to choose which individual loans to participate in, ensuring they align with their preferences.
Key Features:
Deal-by-deal investment selection
3–24 month loan terms (average 12 months)
Interest paid upfront
First mortgage security
Transparent, flexible and direct investment structure
04
c Series
syndicate
12
%*
p.a.
*Past performance is not an indicator of future performance.
A second mortgage syndicate providing investors with higher-yield opportunities through short-term, asset-backed loans. The C Series Syndicate offers direct participation in selected projects, combining income potential with flexibility and strategic reinvestment opportunities.
Key Features:
Deal-by-deal investment selection
3–24 month loan terms (average 12 months)
Interest paid upfront
Second mortgage security
Potential to enhance returns via strategic reinvestment
01
B Series Fund
8.5
%*
p.a.
*Past performance is not an indicator of future performance.
A first mortgage credit fund offering investors access to a diversified pool of secured Australian property loans. Designed as a medium-term, income-focused investment, the B Series Fund delivers reliable returns through pooled exposure to high-quality lending opportunities.
Key Features:
3+ year investment term
Semi-annual distributions
Pooled exposure across multiple loans
First mortgage security
“Set and forget” style investment for consistent income
02
C Series Fund
12
%*
p.a.
*Past performance is not an indicator of future performance.
A second mortgage credit fund aimed at investors seeking higher yield through exposure to carefully selected subordinated loans. The C Series Fund combines strong return potential with a diversified, pooled structure, providing a medium-term, income-focused investment solution.
Key Features:
3+ year investment term
Semi-annual (6-monthly) distributions
Pooled exposure across multiple loans
Second mortgage security
Suited to investors comfortable with a higher return profile
03
B Series sydicate
8.5
%*
p.a.
*Past performance is not an indicator of future performance.
A first mortgage, deal-by-deal investment opportunity that gives investors direct access to specific property-secured loans. The B Series Syndicate offers transparency and flexibility, allowing investors to choose which individual loans to participate in, ensuring they align with their preferences.
Key Features:
Deal-by-deal investment selection
3–24 month loan terms (average 12 months)
Interest paid upfront
First mortgage security
Transparent, flexible and direct investment structure
04
C Series sydicate
12
%*
p.a.
***14-15% potential effective return with strategic reinvestment
A second mortgage syndicate providing investors with higher-yield opportunities through short-term, asset-backed loans. The C Series Syndicate offers direct participation in selected projects, combining income potential with flexibility and strategic reinvestment opportunities.
Key Features:
Deal-by-deal investment selection
3–24 month loan terms (average 12 months)
Interest paid upfront
Second mortgage security
Potential to enhance returns via strategic reinvestment
ADDITIONAL INFORMATION
This website is operated by B. Moses Holdings PTY LTD and its affiliates on behalf of Portica Securities Pty Ltd (ACN 646 099 498). The information provided on this website is a general description of the services offered under Portica Securities and its affiliates only. It does not constitute advice, an invitation, a confirmation, an advertisement, an offer, or a solicitation to buy or sell any security or other financial products or services, credit or lending product, or to engage in any investment activity. Some products or services mentioned may only be suitable for some individuals and may only be available in some jurisdictions. All securities and financial products involve risks, and the past performance of any product described on this site is not a reliable indicator of future performance. Portica Securities Pty Ltd is a subsidiary of B. Moses Holdings Pty Ltd (ACN 649 654 482).
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