The primary objective of the Balmain (MMT) Mortgage Trust is to generate
consistent and competitive income through traditional mortgage investments.
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The Balmain (MMT) Mortgage Trust is an unlisted Australian unit trust which is a
managed investment scheme. It has been designed to provide returns greater than
cash as well as a high level of security. The Trust will lend money to business
and investment borrowers who will offer real property (i.e. residential,
commercial, industrial and retail) as first mortgage security. The Trust will
provide a regular monthly income stream and offer flexible choices for
investment and distributions. It will invest mainly in a portfolio of registered
first mortgages over a diversified selection of properties in Australian capital
cities and regional centres. It will also hold some cash.
All fees are quoted inclusive of GST.
Ongoing fees and expenses – for investments up to $250,000 - 1.5% p.a. and for
investments of $250,000 or more - 1.0% p.a.
The information provided in this document is provided by Balmain Fund
Administration Limited ABN 98 134 526 604, AFSL 333213 in its capacity as
responsible entity of the Balmain (MMT) Mortgage Trust ARSN 107 891 967. The
information contained in this document is of a general nature and does not
constitute financial product advice. This document has been prepared without
taking account of any person’s objectives, financial situation or needs. Because
of that, each person should, before acting on this document, consider its
appropriateness, having regard to their own objectives, financial situation and
needs. The information contained in this document is for existing investors only
and does not constitute an offer of, or an inducement to acquire any units in
the Balmain (MMT) Mortgage Trust. Each person should obtain a copy of the
Product Disclosure Statement (PDS) relating to the Balmain (MMT) Mortgage Trust
and consider that PDS before making any decision about the product. A copy of
the PDS may be obtained from Balmain Fund Administration Limited by contacting
our Client Services Department on 1800 225 624 or from our website at
www.balmainfunds.com.au. If interests in the Balmain (MMT) Mortgage Trust are
acquired, Balmain Fund Administration Limited may receive fees and other
benefits, which are disclosed in the PDS for the product. We, and our employees,
do not receive any specific commission or remuneration for any advice provided
to you. The information contained in this document is current as at the date of
this document and is subject to change without notice. Any opinion expressed as
to any future matter is a guide only and represents the opinion held by Balmain
as to that fact, but cannot be relied upon by any person and is not guaranteed
by any member of the Balmain group. Past performance is not an indicator of
future performance. Investment in the Balmain (MMT) Mortgage Trust is subject to
investment risk, including possible delays in payment and loss of income and
principal invested. None of Balmain Fund Administration Limited nor their
respective associates, related entities or directors guarantee the performance
of the Balmain (MMT) Mortgage Trust or the repayment of monies invested.
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Snapshot as at
27 June 2017
Base Rates are our indicative base rates for commercial property lending.
A lending margin is added to these rates depending
on the nature and term of the transaction.
Unit Price as at
30 April 2016
Unit prices will be posted to the website 5 business days after month end. The Investment Manager does not accept liability for the accuracy of the
information provided by third parties.
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Disclaimer: While all reasonable care has been taken in the preparation of this information, Balmain take no responsibility for any actions taken based on information contained herein or for any errors or omissions. Interested parties should seek independent advice prior to acting on any information presented.