Uptain Select Income Fund - Class A

Offer investors a unique opportunity to potentially earn attractive returns

Fund Benefits

  • Regular Income

    A regular income stream will be paid to investors, depending on the terms of the relevant loans or fixed income securities

  • Unrivalled Industry Experience

    Investors will have the opportunity to access and take advantage of the Investment Manager’s experience in managing loans and other assets

  • Secured

    Investors will gain mortgage security over real property for the loan invested in

  • Ability to Choose

    Investors will be able to choose the loan(s) that they invest in via investing in a specific Class of the Fund

Fund Facts

The Fund Manager’s aim is to offer investors a unique opportunity to potentially earn attractive returns through investment in the Uptain Select Income Fund.

Investment Objective and Strategy

  • Risk of defaults in relation to loans of the Fund. Investors may not recover the full amount invested for the underlying loan

  • No liquidity in your investment in the Fund. Investments can only be repaid on maturity or termination of the underlying loan

*Please see Section 7 (Risks of investing) on Information Memorandum for further details on the risks of investing. Risks relevant to a specific Class of Unit will be detailed in the relevant Supplementary Information Memorandum.

Key Risks

Mountain Funds Pty Ltd ACN 643 907 591. The Fund Manager is an authorised representative (no. 001296456) of Mountain Asset Management Pty Ltd ACN 644 362 425 AFSL 529560. The Fund Manager will source and assess potential underlying investments of the Fund and will monitor and manage the day-to-day management of the Loans.

Fund Manager

How to invest?

Open investment account

01

Complete the online application form

02

03

Submit the application form and any required ID and documents

If you desire to receive the PDF version of the application form, please complete the details.

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