As a Responsible Entity and specialist income funds manager, LM is committed to achieving the best results for the unit holders in our funds. Our funds provide cash and income options across a range of major international currencies.

Full details on each of LM's investment funds are readily available via our international network of licensed financial advisers, intermediaries, wholesale platforms, private banks, superannuation funds, corporate and institutional investment consultants. 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/s (which have a 14 day cooling off period) and any Supplementary Product Disclosure Statement and/or Information Memorandum before deciding whether to acquire or continue to hold an investment in any of the fund products issued by LM Investment Management Ltd. These can be downloaded here.

LM Cash Performance Fund
Available for investment the a range of major international currencies, the LM Cash Performance Fund holds assets in Australian banks and other Authorised Deposit Taking Instituions (ADI's), and benefits from the strength of Australia's highly regulated banking system.
Rate sheet for personal investors

Click here to access custom rate sheets for financial advisers/intermediaries only

LM Australian Income Fund - Currency Protected
The LM Australian Income Fund - Currency Protected selects assets from within Australia's diverse property market on the basis of prime, first mortgage only with conservative loan to valuation ratios, and also invests in cash. The fund provides passive income across the full range of major international currencies, and allows personal investors to invest in 12, 24 or 36 month fixed investment terms* and global platform/portfolio bond investors to invest in a rolled up unit price.
Rate sheet for personal investors
Rate sheet for global platforms/portfolio bond investors

Click here to access custom rate sheets for financial advisers/intermediaries only

LM Managed Performance Fund
The LM Managed Performance Fund is unregistered and available only to overseas or wholesale/sophisticated Australian investors.
Also available for direct investment or 12 months terms or longer, or via global platforms/portfolio bonds, the LM Managed Performance Fund is designed to provide enhanced income, for investment in the full range of major international currencies. The fund invests in commercial loans, direct real property and cash, and benefits from an eight year history of zero volatility on unit price.

Click here to access custom rate sheets for financial advisers/intermediaries only

LM Australian Alif Fund
The LM Australian Alif Fund is unregistered and available only to overseas or wholesale/sophisticated Australian investors.
Available for investment of 36 months or longer, ie five years, the LM Australian Alif Fund seeks growth of capital whilst adhering to Shariah principles. The fund is a Shariah compliant fund, with Fatwa confirming the Shariah compliant status of the funds and its investments. The LM Australian Alif Fund is suitable for all investors who seek Australian assets delivering profit in a Shariah compliant manner, and is available for investment in a range of major international currencies.
Rate sheet for personal investors (currently being updated)

THE FOLLOWING LM FUNDS ARE CLOSED FOR NEW INVESTMENT LM Investment Management Ltd (LM) no longer accepts applications for investment in the following funds. However, for any existing members, LM will accept reinvestment of distributions into the below funds. LM First Mortgage Income Fund Rate sheet for personal investors LM Wholesale First Mortgage Income Fund Rate sheet master trust and wrap account services LM Currency Protected Australian Income Fund Rate sheet for personal investors LM Institutional Currency Protected Australian Income Fund Rate sheet for professional investors Click here to access custom rate sheets for financial advisers/intermediaries only

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. Past performance is not an indicator of future performance, returns are variable therefore could be lower than expected. Performance of the LM fund(s) are not guaranteed therefore investors may lose some or all of their principal investment. Investment in the LM fund(s) are not a bank deposit. * In order to protect all investments, as per the product disclosure statement, LM may delay withdrawals from the fund by up to 365 days or suspend withdrawals. Investors will also only have limited rights to withdraw if the fund does not satisfy the statutory liquidity test in the Corporations Act (refer to the product disclosure statement for the fund under the heading "Withdrawal from the Fund" for details of this statutory test). Consequently, there could be a risk an investor will not be paid their withdrawal proceeds within a reasonable period after the end of a fixed term investment.

PRODUCTS AND SERVICES ARE NOT AVAILABLE TO THE HONG KONG PUBLIC.