Document Library

The LM document library allows users to access information specifically in relation to the LM funds, as well as information on LM, and the ongoing strength and resilience of Australia's economy and property markets.

Here you can access:-

• All LM Forms required for new and existing investments in the LM funds;
   
• LM Corporate Literature intended for the use of licensed financial advisers and intermediaries;
   
• Current and archived editions of the LM Australian Quarterly Economic and Property Outlook Report, containing statistical information and market commentary on Australia's financial services market, property markets and economy, which continue to present strong opportunity for the LM funds;
   
• Published News Articles on LM and Australia;
   
• Investment Product Documents (Product Disclosure Statements and Information Memorandums) with all details relating to the investment strategy and management of the LM funds;
   
• Monthly Portfolio Updates, containing updated statistical information on each of the LM open funds;
   
• The most current Audited Financial Reports for the LM funds;
   
• Australian Anti-Money Laundering (AML) forms and identification requirements for new and existing investments in the LM funds.

To access the LM Document Library, simply use the relevant navigation tabs displayed on the right hand side of this web page.

 

 

• Forms
• LM Australian Quarterly Economic and Property Report
• Monthly Fund Fact Sheets
• Financial Reports
• Ongoing Disclosure
• Anti Money Laundering (AML)

Under Australian legislation, and as regulated by the Australian Securities and Investment Commission (ASIC), fund managers of investment funds such as the LM funds must provide specific disclosures relating to fund information, to minimise the risk of misleading investors, or investor misunderstanding. As a Responsible Entity and manager of the LM income funds, LM is required to display the following disclosures relating to the content of this web page.

LM requests investors consult a financial adviser before making an investment decision as LM is not licensed to give advice. Investors must have read and considered the current Product Disclosure Statement (PDS), including any Supplementary Product Disclosure Statement (SPDS), and/or Information Memorandum (IM) before deciding whether to acquire or continue to hold an investment in any of the fund products issued by LM Investment Management Ltd.

PRODUCTS AND SERVICES ARE NOT AVAILABLE TO THE HONG KONG PUBLIC