Who should consider investing?

Investments available via Balmain Discrete Mortgage Income Trusts are tailored towards investors who seek higher levels of income, have the skill and confidence to make informed investment choices and the desire to take control of their investment portfolio.

Features of the Trusts include:

  • Known assets, with clarity as to risk, returns and investment term
  • Stable and predictable income
  • Management fees that are aligned to investor outcomes
  • A fund manager that has long standing experience and the complete skill set to arrange and manage the underlying individual investment

These features make it particularly suited to:

  • Self Managed Super Funds
    (both those in accumulation and pension phase)
  • High Net Worth Investors
  • Family Offices
  • Charitable Institutions