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.
Disclaimer 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 04 July 2022
Balmain 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.