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Showing 1 - 10 of 13 results for "Pooled Mortgage"

New cash fund targets retirees

KARREN VERGARA  |  TUESDAY, 27 JUN 2017
... 70% of the portfolio invests in bank term deposits, with 30% allocated into the Trilogy Monthly Income Trust, a pooled mortgage portfolio. The cash trust aims to generate the cash rate return of 1.5% per annum, but with exposure to Trilogy Monthly Income ...

Trilogy Trust added to Powerwrap platform

KERRIE SYDEE  |  FRIDAY, 18 MAR 2016
The Trilogy Monthly Income Trust has been approved for inclusion on the Powerwrap platform through the Smartwrap Investment Account. The trust is designed to provide investors with exposure to the returns available from investments in loans secured ...

La Trobe pooled mortgage fund rated by Zenith

MARK SMITH  |  THURSDAY, 18 JUN 2015
La Trobe Financial's Pooled Mortgage's Option (PMO) has been given a "Recommended" rating by Zenith Investment Partners. In the report, Zenith Analyst Dugald Higgins said: "The PMO's performance over the longer term has been robust, showing solid returns ...

La Trobe Pooled Mortgages Option gets record rating

MARK SMITH  |  FRIDAY, 6 FEB 2015
... its Pooled Mortgages Option. This is the highest rating ever awarded in the mortgage sector by SQM. The fund's Pooled Mortgage's Option (PMO) was established in 2002 to provide investors with exposure to a pool of loans secured by a diversified, Australia-wide ...

Australian Unity acquires two $80 million mortgage funds

STAFF WRITER  |  MONDAY, 15 DEC 2014
... the Australian Unity Select Mortgage Income Fund. The Owenlaw Mortgage Trust, now known as the Australian Unity Pooled Mortgage Fund is an investment scheme that invests in a portfolio of registered first mortgages and is currently closed to new investors. ...

The 60-year-old investing idea that keeps on giving

MICHELLE BALTAZAR  |  FRIDAY, 18 JUL 2014
An investment product that rose out of a fund manager's 60 year mortgage lending experience has just notched up its fourth positive research recommendation. The La Trobe Financial Pooled Mortgages Option (PMO) has just been rated 'recommended' by Zenith ...

Austpac launches mortgage income fund

ALEX DUNNIN  |  THURSDAY, 28 FEB 2013
... would be available from a traditional fixed-term bank deposit," he said. The Austpac Secured Income Fund is not a pooled mortgage investment product but a contributory mortgage scheme that allows investors to gain direct exposure to a specific loan of ...

La Trobe mortgage fund scoops industry award

MARK SMITH  |  THURSDAY, 6 DEC 2012
La Trobe Financial's Pooled Mortgages Option (PMO) has won the Money Magazine Gold Award for the Best Mortgage Fund in Australia for the fourth consecutive year. Chris Andrews, head of funds management at La Trobe Financial said: "This is another milestone ...

La Trobe mortgage fund earns 4 stars

ELISE BURGESS  |  WEDNESDAY, 8 FEB 2012
The La Trobe Australian Mortgage Fund has scored the first 4-star rating in the SQM Research Mortgage Trust Sector review, due to fund performance and consistent returns. The La Trobe Australian Mortgage Fund - Pooled Mortgages Option is an unlisted ...

La Trobe earns mortgage ratings boost

MATT WOODINGTON  |  FRIDAY, 7 OCT 2011
La Trobe's Pooled Mortgages Option (PMO), which sits within its Australian mortgage fund, has been awarded a 'Recommended' rating by Zenith Investment Partners. The PMO option was described by Zenith as having "excellent" long-term performance and also ...
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