Mountain Monthly Income Fund
Generate a consistent income stream while safeguarding investor capital by investing in a diverse range of assets
Fund Benefits
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Focused on Capital Safeguarding
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Reliable Monthly Income
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Proactive Risk Management
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Attractive Yield Potential
Fund Facts
The primary aim of the Fund is to generate consistent income streams while safeguarding investor capital. We target a return of 4% above the RBA cash rate. To achieve this, our Investment Manager employs a diversified investment approach and adapts a dynamic asset allocation strategy.
Investment Objective and Strategy
Status
Open
Distribution Frequency
Monthly
Target Return*
RBA Cash Rate plus 4% p.a.(net of fees, excluding tax)
Minimum Initial Investment
$50,000
Additional Investment
$50,000
Minimum Investment Term
12 months
*The Target Return is as at 15 September 2023 and to be determined by the Trustee and the Investment Manager based on the current official interest rates and market conditions for non-bank lending. The Trustee and the Investment Manager may change the Target Return from time to time by giving prior 30 days notice to investors. Target Returns are not guaranteed as the actual returns of the Fund and will depend on the performance of the assets of the Fund.Investment Overview
All investments are exposed to a degree of risk. Though these risks can be reduced through prudent management, they can never be fully eliminated. Before making an investment decision, potential investors must ensure the Fund aligns with their individual objectives, financial situation, and risk tolerance. Professional consultation is recommended for those uncertain about the Fund's suitability. For a comprehensive risk disclosure pertaining to the Ordinary Class of the Fund, kindly refer to the Fund's Information Memorandum.
*Please see Section 5 (Risks factors) on Information Memorandum for further details on the risks of investing. Key Risks
Mountain Funds Pty Ltd ACN 643 907 591. The Investment Manager is an authorised representative (no. 001296456) of Mountain Asset Management Pty Ltd ACN 644 362 425 AFSL 529560. The Investment Manager is responsible for marketing the Fund and managing the investments of the Fund.
Investment Manager
How to invest?
Open investment account
01
Complete the online application form
02
Submit the application form and any required ID and documents
03
If you desire to receive the PDF version of the application form, please complete the details.
