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> Investment Options
> High Yield Mortgages
High Yield Mortgages Option, from 12.50% p.a.^ Specialised Mortgages
Higher returns for experienced investors.
Our High Yield Mortgages Option offers a diverse range of specialised investment opportunities for experienced investors.
You are provided with the key details of the loan, the borrower and the security property.
You then get to choose whether and how much to invest.
- loans returning from 12.50%p.a. paid monthly^
- all loans secured by a registered mortgage over a property in Australia
- loans of a specialised nature - suited to experienced investors
- you choose whether and how much to invest
- no fees
- personal service from our friendly investment specialists
- the security of a manager with over 60 years experience
|
Sector Allocation (%)
|
Geographic Allocation (%)
|
| Option Size |
$24.12m |
| No of Mortgages |
18 |
| Average LVR (%) |
62.55% |
| No of Investors |
112 |
| Average Investment |
$1,340,261 |
| Current~ |
13.17% |
| Historical figures are as at 30 June 2011 |
| 6 mths |
12.86% |
| 1 yr |
13.17% |
| 2 yrs pa |
13.86% |
| 3 yrs pa |
13.26% |
| 5 yrs pa |
14.53% |
| 0-6 months |
$4.59m |
19.04% |
| 7-12 months |
$4.81m |
19.93% |
| 1-3 years |
$14.72m |
61.03% |
| 3+ years |
$ - m |
0% |
La Trobe Financial Asset Management Limited ABN 27 007 332 363 & LFS Licence No 222213 is the issuer and manager of the La Trobe Australian Mortgage Fund. It is important for you to read the Product Disclosure Statement for the Fund before you make an investment decision. The PDS is available
here or by calling 1800 818 818.
^ The rates of return from the Fund are not guaranteed and are determined by future revenue of the Fund and may achieve lower than expected returns. Investors risk losing some or all of their principal investment.
* Withdrawal rights are subject to liquidity and may be delayed.
# Past performance is no guide to future performance.
~ These rates represent the average rates payable on the high yield option and may not be indicative of the returns on the investment selections of individual investors.