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Andrew Mountford Finance and Investment provides investors with the opportunity to invest in loans secured by registered mortgage over properties in Queensland and also throughout Australia. The vehicle for these investments is the La Trobe Australian Mortgage Fund ARSN:088 178 321 ("the Fund"). La Trobe will accept new investments on the following four investment options in the Fund.
The Pooled Mortgages Option provides you with the opportunity to invest in a range of mortgages which diversifies the risk of investment with a variable rate of return, currently at 7.35%* p.a. This option is a simple form of investment, with no additional paperwork, and interest is paid monthly into your nominated bank account. La Trobe selects the mortgages for this option.
If you wish to invest in mortgage investment opportunities that attract higher returns, then La Trobe's Select Mortgages Option is returning up to 10%* p.a. (subject to availability) and the Special Situation Mortgages Option, up to 17.5%* p.a. (subject to availability). You select the mortgages you wish to invest in for both of these options.
The La Trobe Cash & Mortgages Option caters for short or long term investments with a current variable rate of return of 5.45%* p.a. and withdrawals are available on 24 hours’ notice.^
*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 or suspended.
Andrew Mountford is an Authorised Representative of La Trobe Capital & Mortgage Corporation Limited ABN 27 007 332 363 & AFS Licence No. 222213. La Trobe 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. You can get a copy of the PDS by calling Andrew on 07 5430 6699. You should consider carefully whether or not investing in the Fund is appropriate for you.