Granite FUND

A new kind of alternatives fund

The LVP Granite Fund is a semi-liquid, open-ended alternatives vehicle targeting 12-15% total return with a strong income component.

Granite combines real asset backing, government-supported cash flows, and equity upside into a single portfolio – designed to sit defensively, yet outperform traditional fixed income and real asset strategies.

FUnd summary

12-15% Target Total Return p.a. net of fees

5-8% Target Yield Paid quarterly, high fixed %

$25K Minimum Investment Direct investors Platform minimums set by IDPS operator.

Key Liquidity Terms Up to 2 years from the First Issue Date Monthly (after lock-up period), subject to a 5% quarterly redemption cap of preceding quarter-end NAV

* Target returns are not guaranteed.

Why granite

Granite sits in a genuinely differentiated space – defensive income characteristics comparable to private credit, but enhanced with equity upside typically associated with private equity.

The LVP Granite Fund is an open-ended, semi-liquid alternatives fund designed for wholesale investors seeking defensive, income-generating exposure to private markets – with genuine capital growth potential.

Where traditional private credit stops at yield, Granite goes further. By investing across preferred equity and equity instruments in real asset platforms – aged care, disability accommodation, sustainable seafood – Granite combines the income reliability of fixed-rate instruments with the capital upside of equity investing.

Managed by the experienced team at LVP, the Fund draws on over a decade of direct private markets investing to offer a differentiated, conviction-driven portfolio that is hard to replicate through public markets or conventional fixed income.

Real Assets Alternatives with a real assets tilt Private markets assets focused on property, infrastructure, and natural capital - predominantly Australian and New Zealand based, lower mid-market.

Defensive Defensive characteristics Asset-backed investments with government-supported cash flows (directly or indirectly) and demand-driven, supply-constrained thematic profiles.

Returns Enhanced return profile Equity and preferred equity positions targeting a high fixed yield component alongside meaningful capital growth potential - not available in pure credit strategies.

Social Thematics Backed by social megatrends Investments supported by powerful megatrends - ageing populations, healthcare, food security - with structural government policy tailwinds.

Performance

To be posted following initial applications in May and launch in June 2026

	1 Month	3 Months	YTD	1 Year	Since Inception p.a.
LVP Granite Fund	-	-	-	-	-

Past performance is not indicative of future performance and there is no assurance that similar investments will be made or of future investor returns. Performance figures quoted are calculated using exit prices and are net of fees and expenses, assuming reinvestment of distributions. No reduction is made to the unit price (or performance) to allow for tax you may pay as an investor. The LVP Granite Fund has not yet reached its First Issue Date - performance figures will be published here once available.

FUND information

The LVP Granite Fund is currently in its pre-launch phase. Fund updates, monthly statements, and quarterly investor reports will be available here, in addition to fund information, following the First Issue Date.

For further information, contact ollie.freeman@lvpfunds.com.au

Past performance is not indicative of future results. This material is intended for wholesale investors only.

Information Memorandum 2026 · PDF

Application Form 2026 · PDF

How to apply

Wholesale investors can apply directly online. Complete the Application Form, submit your documents, and send application monies in AUD before the monthly Cut-Off Date. Apply Now Platform Availability

Direct Application Available

Platforms / IDPS Coming Soon

Applications are processed monthly. The cut-off is 5:00pm AEST on the 5th Business Day prior to month-end. Minimum investment A$25,000 for direct investors.