Icon - Binoculars

Investment Overview

The Warakirri Farmland Fund buys, develops and owns a diversified portfolio of Investment grade agricultural property for the primary purpose of leasing the assets to high quality agricultural businesses, as Tenant Partners.

Icon - Magnifying Glass

Investment Strategy

The investment portfolio will be developed over time within the strategic portfolio asset allocation and will focus on investment grade assets with attractive lease terms and best-in-class counterparties. Target assets include horticulture (nuts and fruit), viticulture (wine and table grapes), row crop farmland assets and water entitlements.

Icon - Globe

Investment Philosophy & ESG

Warakirri’s investment philosophy embraces the core principles of responsible and sustainable investment. The Fund utilises Warakirri’s Sustainability Framework and where possible, includes strategies to measure, monitor and reduce energy use, carbon emissions and improve biodiversity.

Portfolio Holdings

Indicative Investment Portfolio

0-50% Fruit
(Summer Fruits, Tropical Fruits, Citrus, Pears, Olives, Apples, Avocados, Mangoes & Berries)
0-50% Nuts
(Almonds, Macadamias, Walnuts & Pistachios)
0-35% Wine Grape Vineyards
0-35% Table Grape Vineyards
0-30% Row Crops
(Irrigated & Dryland)
0-20% Water Entitlements

Portfolio Assets

Image of a Montague farm. Montague is one of Warakirri Farmland Fund's high quality tennant partners.

After securing its first two foundation assets with exposure to the Stone fruit sector, the Fund has added two large scale vineyards in South Australia and NSW, and a tenant partnership with a leading global wine company.

The Fund is one of the largest owners of modern and high-density stone fruit orchards in the country with assets in the two premier stone fruit growing regions of Australia – Goulburn Valley and Cobram in Victoria. These two assets are in partnership with fresh fruit market leader W. F. Montague Pty Limited.

The Fund has also acquired and leased back two vineyards, “Coldridge” in South Australia and “Grande Junction” in NSW, on a long term basis to one of Australia’s leading, integrated Australian wine businesses, and ASX listed, Australian Vintage Limited (ASX:AVG). The assets include over 800 ha under vine and a large parcel of premium, high reliability water entitlements.

Why Warakirri?

Warakirri’s agricultural capabilities have been developed from the learnings and experience of investing and managing agricultural assets for over 25 years. Experiences, both positive and negative, have shaped our investment philosophy and approach.

Our investor first approach drives an investment philosophy that is patient, diversified, bottom up (value) and with a strong focus on ESG.

With ~A$2.9 billion in funds under management and commitments on behalf of institutional and wholesale clients, Warakirri has extensive experience in acquiring, developing and operating a diverse portfolio of Row Crop, Dairy, Open Land Horticulture, Permanent Crops and Agriculture Infrastructure, diversified by geography, sector, markets, commodity, operator, climate and water sources.

The Warakirri Farmland Fund is available to domestic and offshore institutional investors only. For more information, please download the Fund Summary below or contact us on 1300 927 254 or contact@warakirri.com.au for a copy of the Information Memorandum.