| Publication Date |
Source |
Headline |
| 16-22 December 2002 |
Independent Financial Adviser Magazine |
No 1 Australian Mortgage Trust 2002, as stated in Independent Financial Adviser Magazine (Morningstar Rankings) |
| "The LM First Mortgage Income Fund has achieved better absolute returns than the relevant Morningstar Index over the three months, one and two years to 31 October 2002. This means that the Fund has out performed the asset-weighted average performance of all the 29 diversified mortgage trusts on the Morningstar database over these time frame's. The Fund is only one of two that has a "perfect" 10.00 Return Rating, meaning it has higher rolling average quarterly returns over time than nearly all of its peers. The Fund has achieved this while being less volatile than the majority of its peer group (Average Risk Rating of 8.00 / 10.00). The Fund is also in the top league of risk / return efficiency for its peer group, having taken less risk for the returns it provided than all but one of its peers over time (Risk / Return Rating of 10.00/10.00)." |
 article (PDF) |
| February 2002 |
Toni Case, Personal Investor Magazine, February 2002.
|
No 1 Income Fund 2001 & 2002, as stated in Personal Investor Magazine
(Assirt Rankings) |
"The top performing income fund for 2001, was the LM First Mortgage Income Fund 12 months, which returned 8.9% for the year to 31 December, 2001. The Fund invests in a combination of cash deposits and fixed rate mortgages and, therefore, provides solid returns for a low level of risk"
|
| article (PDF) ratings table (PDF) |
|
|
|
