Perpetual created the Mortgage Fund in 1992 and over those 19 years has delivered only positive results.

The objective of the Fund is to provide you as an investor with a steady income
at a return that is competitive to bank rates.

The low investment minimum of $1,000 allows you to easily fit the Fund into your overall investment strategy without having to commit a large amount to take advantage of these rates of return.

The success of the Mortgage Fund is a result of a number of factors:
• A stable management team with a portfolio manager who has managed the Fund since its inception and maintains a high quality loan book (through);
• conservative lending policies, investing in only first mortgages. It does not lend on bare land or property developments;
• continual monitoring and cash flow forecasting to help ensure liquidity is maintained.

If you’d like more information on the fund, or to download an investment statement or fact sheet click here, otherwise you can call 0800 801 020 for a free consultation with an adviser.

*As at 31 October 2011. Rates may vary. Past performance does
not guarantee future returns.