Managed Funds By Momentum – the Momentum Premium Income Fund

Managed funds are an easy way to invest wisely and with low risk. The Momentum Financial Services Group was established to provide just such a service: Easy low risk investment in real estate that provides income as a fixed term deposit, and capital growth facilities for medium to long-term investments.

The Momentum group consists of three companies, Momentum Mortgages, Momentum Capital and Momentum Insurance.

Excellent Fixed Term Deposit Rate

Momentum Mortgages commenced operation in 2003 with the objective to provide investors with stable income from a diversified portfolio of first mortgages. As at August 2005 Momentum has debentures issued to the value of over $30,000,000.

The fund offers investment options of interest paid monthly or interest paid on maturity, with excellent fixed term deposit rates.

Interest paid ranges from 6.50% p.a. paid monthly available on a 24-hour “on call” basis to $250,000 held for twelve months and over, paid on maturity, with a fixed term deposit rate of 9.65% p.a.

As with any such fund, diversification is important to minimise risk. Currently, Momentum Mortgages holds a portfolio ranging from residential and industrial land, commercial properties, and completed residential properties plus various construction and development projects.

To ensure quality and viability, every property is inspected personally by a Director of Momentum Mortgages. Assets consist entirely of registered first mortgages and cash deposits, and Momentum will never lend more than a maximum of 70% of the value of the property as determined by a licensed valuer.

Further, the fund does not charge entry or exit fees and there are no management fees. You can take advantage of the excellent fixed term deposit rate with investments from $5,000 upward, in multiples of $1,000.

Momentum Capital

Momentum Capital’s principal investment strategy is to pursue long-term, direct or indirect investment in land, property developments and businesses with a proven or anticipated cash flow.

Diversification of assets makes this fund another low risk investment. Momentum Capital follows a stringent policy ensuring that only high quality properties and businesses are acquired directly or indirectly.

Unlike most forms of direct investment, Momentum Capital provides a share redemption facility.

Momentum Insurance

Momentum Insurance Services is an Australian licensed general insurance broker that deals and advises in general insurances.

With a singular focus on business insurance for commercial and professional clients, Momentum is proudly 100% Australian owned and offers a client first approach. All staff are professionally qualified and experienced, fees are low and can be paid by the month, and risk advisory services are available.

The Momentum Group strives to reduce the cost of risk for its clients and is owned and operated by trained, experienced directors with a very hands-on approach to the running of the business. If you’re looking to invest, Momentum managed funds are an excellent place to begin!


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