Investor update - November 2024

Dave Tyrer
Dave Tyrer - Squirrel COO
28 November 2024
Woman excitedly looking up at falling confetti at a party

Celebrating 9 years of Squirrel investments

Since the launch of our investment platform nine years ago, we have been dedicated to safeguarding capital and providing consistent returns to our investors. Over the years, we’ve improved choices for investors and made substantial enhancements to our products and services.

We aim to deliver better-than-bank returns through our On-Call Account, Term Investments and Managed Funds. Here are some highlights:

  • Our investors have collectively earned $45m in interest since we launched!
  • High-interest On-Call Account: Launched a no-strings-attached account earning high interest. It now has a balance of $143 million across all accounts.
  • Monthly Income Fund: We’ve delivered a 6.81% p.a. return (after fees, before tax) over the last 3 years. The Fund is currently returning ~7.00% p.a., with a goal to stay 1.50% above bank 1 year term deposit rates.

Investment updates

For those keeping an eye on wait times for home loan and construction loan term investments, things remain much the same since our last update in October. Wait times are currently around 1-2 weeks, but are expected to improve to same-day over the next month, even as more investors join in.

Investors are increasingly choosing our Monthly Income Fund for its flexibility and steady returns, especially since we made it available on our platform in July 2024.

Loan portfolio health

Our portfolio continues to perform, with no major concerns. Reserve funds are in place to handle any issues if they arise.

Despite a tough residential property market over the past two years, our investors have enjoyed consistent returns — a testament to the strength of our lending policies. With over $800m lent and a skilled team, we’re committed to continue to provide opportunities that deliver consistent results for our investors.


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