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The Global Investor, our financial newsletter
  May 2004 - Issue 29 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.

LM AUSTRALIAN DOLLAR FUND LAUNCH

LM INVESTMENT MANAGEMENT LTD.
LM Investment Management Ltd. is a Funds Management Company registered with the Australian Securities and Investments Commission as an Australian Financial Services Licensee and Responsible Entity. Licensed as an Australian Financial Services Licensee, LM Investment Management Ltd. operates in full compliance with the Managed Investments Act 1998 and the Financial Services Reform Act 2001. LM Investment Management Ltd. was the seventh fund manager in Australia to secure Responsible Entity Status under the Act.

What We Do
LM Investment Management Limited (LM), as the manager of the LM funds, has a lending role that is similar to that of a finance company or bank. It lends to commercial borrowers, taking a registered first mortgage against real property as security for the loan. The borrower pays interest to LM each month and, after deducting fees within the fund, a forecast rate of interest is paid each month to the fund's investors.

LM Mortgage Income Fund (Currency: AUD)
The LM Mortgage Income Fund aims to consistently offer competitive yields balanced with high security and low volatility. The Fund invests in a combination of interest bearing cash investments and short-term fixed rate loans to produce regular monthly income that keeps pace with market interest rates to ensure competitive returns. The Fund has never lost money nor failed to redeem an investment at the end of a term.

New Investment Options
LM Investment Management Ltd has recently made available two new investment terms for the Mortgage Income Fund. (3 yr. and 4 yr. terms). Unique features of these terms are:
  • A top forecasted gross rate of return of 7.75% p.a (6.99% p.a. net of Withholding Tax);
  • 100% allocation of funds invested, less any bank transfer charges.

Who Should Invest?
Those who seek:

  • A stable monthly income;
  • Attractive and consistent yields on term investments;
  • Capital stability and low volatility as a component of their investment portfolios;
  • An Australian Dollar Investment with highly favourable taxation treatment;
  • Income returns underwritten by an Income Assurance Program.
Please contact Global Investments for more information
on Tel. (+66-2) 662-2009 or e-mail at info@globalinv.org.

 
 
 
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