The Waratah Investment Select Mortgage Fund may be suitable for investors looking for an attractive distribution rate, with regular income returns and capital stability. With Shakespeare Haney Securities Limited as the responsible entity the Fund enjoys the benefit of some 40 years of management experience and expertise. Shakespeare Haney has a history of securing highly competitive rates for it’s investors, some of whom have been with the Fund for the entire 40 years.
Applications for investment must be made by completing the Application Form at the back of the Product Disclosure Statement.
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- Quarterly Reinvestment Option Available
- Distribution rate is nett of fees
- Distributions Paid Monthly
- No Entry Fee
- Direct Electronic Banking so you receive your monthly distribution immediately
- BANKERS: Westpac Banking Corporation
- Our Directors have over 30 years experience
- Auditor: KPMG
- Superannuation funds welcome
- No related party lending
- No construction or development lending
- Australian Financial Services Licence No 226348
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