LM Managed Performance Fund

Investment Objective

The Fund aims to offer an investment in an asset class that provides regular income or growth, through income reinvestment which outperforms Central Bank rates on a range of different currencies.

Fund Strategy

To invest in a diversified portfolio of debt instruments secured against Australian only property assets. These assets are often development loans, secured against residential, commercial, retail and industrial properties, primarily located in large metropolitan markets and their surrounding areas. LM has a track record of managing returns in this asset class for more than 15 years.

Fund Assets

Combining LM’s in house expertise and a fund with a 12 year track record of consistently achieving its performance objective, the Managed Performance Fund invests in a diversified portfolio of assets, often development loans secured against residential, commercial and industrial property, located in Australia’s metropolitan markets.

Maddison Estate, QLD - www.maddisonestate.com.au Maddison Estate

Aalto Apartments, ACT - www.aaltoapartments.com.au Aalto Apartments

Rhodes Capalaba, QLD - www.rhodescapalaba.com.au Rhodes Apartment

Geographic Diversification of all underlying assets, available from Disclosure Update.

Investment Documents
Historical Performance
Fund Fact Sheets

 

Investment into the LM Managed Performance Fund can only be made through a global network of financial advisers and intermediaries.

This communication is intended as general information only, not as financial product advice. LM Investment Management Ltd (Administrators Appointed) is the product issuer, is licensed as a fund manager and not as a provider of financial product advice. The fund has no cooling off provisions as it is an unregistered managed investment scheme in Australia. Investors should read and consider the current Information Memorandum, available at www.LMaustralia.com, before making any decision about the product. The LM funds are not a bank deposit.

1The return of the underlying investments of the Fund have remained steady since inception, however rates may vary depending on the performance of the Fund assets and other conditions during the term of investment. Past performance is not a reliable indicator of future performance.

The LM Managed Performance Fund is an unregistered managed investment scheme in Australia, and hence does not have cooling off provisions. Advisers and non-Australian investors are responsible for ensuring compliance with their relevant jurisdictional laws in respect of their financial activities.

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