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PrivateInvest First Mortgage Income Fund

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Important Notices

Important Notices

Monthly Interest Returns Paid Into Your Bank Account

This Fund is a pooled, open-ended, unregistered mortgage Unit Trust for wholesale and sophisticated investors. Distributions are paid monthly.

The objective of the Fund is to provide wholesale and sophisticated investors with a professionally managed exposure to a nationally diversified portfolio of commercial finance secured by registered first mortgages over real estate.

The Fund has always met its target returns since inception over four years ago with a strong focus on capital preservation and liquidity.

This Fund is “pure play” meaning there is no subordinated debt in the Fund, or debt leverage to bolster the investment returns.

There have been no impairments, or loss of capital in the Fund.

Target Returns

7.50% to 11.00% per annum, post fees and expenses.

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