Pooled Mortgage Managed Investment Scheme Would you like to earn more interest than cash and term deposits?

The Pooled Mortgage Managed Investment Scheme is a mortgage scheme comprising a portfolio of first mortgage loans and cash and cash equivalents. All loans are secured by a registered first mortgage over the property.

Suitable for investors seeking income that is higher than cash and term deposits, the Pooled Mortgage Managed Investment Scheme is available exclusively through the Tidswell Investment Plan and Tidswell Master Superannuation Plan.

KEY FEATURES
As at 30 June 2017
Fund Size	$64,565,526
Cash	$5,396,319
Mortgages	$59,169,206
Number of Loans	57
Weighted Average Loan to Valuation Ratio (LVR)	54.20%
Management Costs	0.80% pa
Distributions	Quarterly
Performance
Quarter	Return
June 2017	6.64% pa
March 2017	6.59% pa
December 2016	6.59% pa
June 2016	6.65% pa
Annual	Return
2016/17	6.51% pa
2015/16	6.67% pa
2014/15	6.72% pa
2013/14	6.88% pa

To improve the disclosure of information about mortgage schemes, the Australian Securities & Investments Commission (ASIC) requires operators to provide information about specific benchmarks and apply disclosure principles. Information about these benchmarks and disclosure principles as they apply the Pooled Mortgage Managed Investment Scheme is outlined in the latest Continuous Disclosure Notice.

This website is intended to provide general information only and has been prepared without taking into account your objectives, financial situation or needs. Tidswell Financial Services Ltd (Tidswell) ABN 55 010 810 607 AFSL 237628 is the issuer of the Pooled Mortgage Managed Investment Scheme. Before making a decision about whether to acquire or continue to hold the product you should consider the Product Disclosure Statement available from Tidswell at www.tidswell.com.au or by calling (08) 8223 1676.