LM Managed Performance Fund
Key Features;
- Minimum investment amount - AUD 5,000
- Currencies available - USD, GBP, EUR, CAD, HKD, SGD, JPY, NZD, CHF, AUD, THB,AED, TRY, SEK, ZAR.
- Investment term - 12, 24 or 36 months
- Distribution frequency - monthly on AUD, annually on all other currencies
- Withdrawal notice - 90 days prior to the expiration of the investment term
Fund Objective.
To provide a steady income stream relevant to the risk return of the Fund and to provide an investment with a stable unit price.
Investments in this Fund can be hedged in the relevant currency against Australian dollar currency investments
Investment term
The minimum investment term is 12 months.
Non-AUD Investments - At the end of the initial 12 month term the investor's original investment and distribution (unless the investor elects to have the distribution paid to their bank account) automatically re invested in the originally nominated currency for further 1 month investment terms unless the investor notifies the Manager to reinvest for the further 12 month investment terms or a withdrawal notice is received by the Manager 90 days prior to the expiration of the term.
AUD Investments - At the end of the 12 month term an AUD investment is automatically reinvested for a further 12 month term unless a written withdrawal notice is received by the Manager 90 days prior to the expiration of the term
| Managed performance fund rates |
| |
1Y |
2Y |
3Y |
4Y |
5Y |
| AUD |
7.50% |
8.50% |
9.50% |
10.00% |
10.50% |
| USD |
4.00% |
5.00% |
6.00% |
6.50% |
7.00% |
| GBP |
6.00% |
7.00% |
8.00% |
8.50% |
9.00% |
| EUR |
6.00% |
7.00% |
8.00% |
8.50% |
9.00% |
| SGD |
3.50% |
4.50% |
5.50% |
6.00% |
6.50% |
| JPY |
3.50% |
4.50% |
5.50% |
6.00% |
6.50% |
| CAD |
4.50% |
5.50% |
6.50% |
7.00% |
7.50% |
| NZD |
6.50% |
7.50% |
8.50% |
9.00% |
9.50% |
| HKD |
4.00% |
5.00% |
6.00% |
6.50% |
7.00% |
| CHF |
4.00% |
5.00% |
6.00% |
6.50% |
7.00% |
| THB |
6.00% |
7.00% |
8.00% |
8.50% |
9.00% |
| AED |
6.00% |
6.50% |
7.00% |
7.50% |
8.00% |
| SEK |
6.00% |
7.00% |
8.00% |
8.50% |
9.00% |
| DKK |
5.50% |
6.50% |
7.00% |
7.50% |
8.00% |
| NOK |
6.50% |
7.50% |
8.50% |
9.00% |
9.50% |
| TRY |
11.00% |
11.50% |
12.00% |
12.50% |
13.00% |
| ZAR |
10.00% |
11.00% |
12.00% |
12.50% |
13.00% |
Invest through investoffshoredirect.com and the interest rate is increased
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