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Principled Mortgage Fund: Product Disclosure Statement 2026

Principled Mortgage Fund

Principled Mortgage Fund

Principled Mortgage Fund: Product Disclosure Statement 2026

Principled Mortgage Fund: Product Disclosure Statement 2026

A Product Disclosure Statement for the Principled Mortgage Fund, designed for confident investor reading.

A Product Disclosure Statement for the Principled Mortgage Fund, designed for confident investor reading.

PROBLEM

PROBLEM

Template-feel PDS hurts trust

Template-feel PDS hurts trust

CATEGORIES

CATEGORIES

THE CHALLENGE

Principled needed a PDS that met the formal requirements for a registered managed investment scheme while reading as a considered piece of investor communication.

OUR APPROACH

01

Disclosure-led structure

We worked through the standard PDS sections to give each one consistent navigation, headings, and treatment of risk and fees.

01

Disclosure-led structure

We worked through the standard PDS sections to give each one consistent navigation, headings, and treatment of risk and fees.

02

Considered investor identity

Type, colour, and grid were tuned to feel professional and calm, suitable for both advisers and direct investors.

02

Considered investor identity

Type, colour, and grid were tuned to feel professional and calm, suitable for both advisers and direct investors.

03

Print-ready artwork

Supplied as an A4 print-ready document, also suitable for digital distribution.

03

Print-ready artwork

Supplied as an A4 print-ready document, also suitable for digital distribution.

THE SOLUTION

A PDS that supports the fund's positioning while meeting every disclosure obligation expected of an A4 statement.

RESULTS

A PDS that meets every regulatory requirement and still reads like considered investor communication, not a template fill-in.

2026

1

Edition

Years of Experience

A4

Print

Print-ready format

Projects Delivered

Compliant

Multi-chapter

Standard PDS sections

Client Retention Rate

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Melbourne,
Victoria, Australia

Jen Clark Design acknowledges the Traditional Custodians of the land on which we work, the Dja Dja Wurrung people of the Kulin Nation. We pay our respect to their Elders past, present 

and emerging and acknowledge that sovereignty has never been ceded.

At JCD, we pride ourselves on ensuring our services are inclusive and accessible for all clients and collaborators, regardless of ethnicity, gender, gender identity and expression, disability status, neurodivergence, religion or sexual orientation.