LM First Mortgage Income Fund

Please refer to the fund communication issued and available on this page.

Trilogy Facts

Date: 31/01/2013

Trilogy Facts flyer, containing information obtained from Trilogy’s own website and publicly available information.

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LM Strategies Avoid Fire Sale of Fund Assets

Source: Weekend Gold Coast Bulletin | Date: 24/11/2012

GOLD Coast based LM Investment Management expects debts of its LM Mortgage Fund to fall to $17 million within days and has forecast that capital distributions will occur soon.

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LM Investment Management has updated investors on the sale of assets within the LM First Mortgage Income Fund and said it will soon be ready to make capital distributions.

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LM Investment Management has hit back at fund management group Trilogy, which took control of the LM Wholesale First Mortgage Income Fund from it earlier this month, calling Trilogy’s behaviour “woeful”.

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LM requests investors consult a financial adviser before making an investment decision, as LM is not licenced to give advice. Investors must have read and considered the Part 1 & 2 of 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 (Administrators Appointed).

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