Perpetual Trust

125 Years' Experience

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True Wealth is seeing your best assets grow over time.

Mortgage Fund Rate*

7.15%
p.a.

Since 1991, the Perpetual Trust Mortgage Fund has rewarded investors with strong returns through conservative lending policies.
The objective of the Perpetual Trust Mortgage Fund is to provide investors with a steady income over time.

Security

The Perpetual Mortgage Fund has a high quality loan book with an excellent track record. The Fund:

  • Invests in a portfolio of high quality first mortgages secured over residential, commercial and rural properties with sound income streams. It does not lend on bare land property developments.
  • Reduces risk through conservative lending policies and geographical diversification throughout New Zealand.
  • Is continually monitored. A portion of the Fund is held as cash to maintain a target level of 5% liquidity.  The Fund’s management team forecast cash flow to ensure that liquidity is maintained.
  • Has a strong management team that has managed the Fund since 1991.
  • Is legally separate from Perpetual Trust and any other funds managed by Perpetual
  • Is compliant with its Prospectus and Trust Deed, and Perpetual Trust management is required to certify this to the Pyne Gould Corporation Board every month.

Income

To Invest in the Perpetual Trust Mortgage Fund

* These rates are indicative only, based on the return for the current month. Returns vary depending on performance of the underlying assets. Past performance is no guarantee of future returns. See the latest fact sheets and investment statement for more information.