About the Fund

Designed to deliver enhanced income, the LM Managed Performance Fund is now in its tenth year of reliable delivery of investor income with zero negative volatility on its unit price.2 LM blends its income and property expertise with its established relationships with professionals from within Australia’s property and business sectors to provide the fund with Australian property related assets including commercial loans that meet the fund’s performance and integrity objectives.

Inception Date

December 2001.

Fund Size

$237,648,621 (as at 30 April 2011).

Assets

Australian property related assets. Commercial loans, direct property and cash.

Investment Options

Personal/Direct Investment: Fixed investment terms.
Master Trust/Wrap/Global Portfolio Bond: Rolled up unit price with daily trading.

Quick Facts

• A ten year history of positive income performance with zero negative volatility on unit price, in each and every year of operation;
• A significant outperformance on cash rates across the full range of major international currencies: AUD, USD, GBP, EUR, SGD, JPY, CAD, NZD, HKD, CHF, THB, TRY, SEK and ZAR;
• Investment currency protected against movements in the Australian dollar by utilising forward foreign exchange contracts;
• Australian specialist fund manager with significant property and property related lending expertise;
• Unit trust structure suitable for investment through master trusts, super funds and international bond providers;
• Withdrawal notice required at least 90 days prior to the end of the investment term; and
• No entry or exit fees.

Investment Opportunity

Strong fundamentals within Australia’s property market and the resilience of Australia’s macroeconomic framework create quality opportunities for the LM Managed Performance Fund to select new prime, short, medium and long term assets.

Fund Assets

Assets are selected on the basis of a thorough and team based risk evaluation process to meet the fund’s performance and integrity objectives. LM Managed Performance Fund assets are property related. They comprise Australian commercial loans, direct property and cash. Commercial loans include the range of secured commercial loans generally available to the Australian commercial property and development sectors. The fund is structured to ensure that all investment gains are passed through the fund to investors as income.

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