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The Global Investor, our financial newsletter
  October 2002 - Issue 10 Previous Issues  

The Global Investor is a monthly newsletter that covers global investment opportunities and insurance for the expatriate community. This monthly newsletter's goal is to inform the reader of what can and cannot be done in the investment arena when living and working in a foreign country. Whether it's personal pension plans or disability insurance to protect your income - Global Investments has the expertise to handle all the expatriate investors' needs.


A SAFE HAVEN FOR AUSTRALIAN DOLLARS

For many people, current stock market conditions represent an opportunity to invest at low valuations. However, such investors should have a long time horizon and have a tolerance to shorter-term risk.

Historically, for those who do not wish to lock up capital for long periods and who are looking for stable returns, deposit accounts have been the preferred alternative. Current low interest rates make this much less attractive than in the past.

LM Investment Management of Australia offers an excellent alternative. By investing in short-term fixed rate mortgages, they are able to produce very competitive returns that keep pace with market interest rates whilst maintaining security of capital. Current interest rates are:  

Fund Minimum Deposit Current Rate
LM Managed Performance Fund A$ 50,000 9.42%
LM Mortgage Income Fund A$ 10,000 7.23%

      "The top performing Income Fund for 2001 was the LM Mortgage Income Fund 12 months, which returned 8.9% for the year to 31st 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."

Personal Investor Magazine

"Highest return rating of major Australian mortgage income funds." 

P.I.R. - Independent Property Research 

The funds are likely to appeal to a variety of individuals, including Australian nationals looking to "park" cash at a higher rate of interest than that available from deposit accounts, international investors looking for stable returns with the possibility of capital growth from currency appreciation. Any investor seeking capital security within the highly regulated environment that Australia offers.

Please contact Global Investments for more information
on Tel. (+66-2) 662-2009 or e-mail at info@globalinv.org.


 
 
 
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