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CFMG First Mortgage & Income Fund

This CFMG First Mortgage & Income Fund product provides our investors with a regular income stream, as the fund aims to distribute returns on a quarterly basis.

  • Type

    Managed fund
  • Return type

    Target
  • Distributions

    Quarterly
  • Status

    Expressions of interest

Receipt of the targeted return (or return of the invested capital at the end of the investment term) is dependent on the successful completion of the project as outlined in the SPDS for the CFMG First Mortgage and Income Fund ARSN 118 670 705 (‘Fund’), available at www.cfmgcapital.com.au, and may not arise. 

 

Prospective investors should carefully consider the PDS and SPDS for the Fund including the risks outlined in those documents before making any investment decision in connection with this investment. 

 

An investment in the Fund does not represent a deposit and is subject to investment risk including possible loss of capital. Consider whether this investment is appropriate for you. CFMG Equity and Income Funds Limited ACN 112 753 876. AFSL 291 390. 


This Target Market Determination (TMD) is required under section 994B of the Corporations Act 2001 (Cth) (the Act). This TMD describes the class of consumers that comprises the target market for the financial product and matters relevant to the product’s distribution and review (specifically, distribution conditions, review triggers and periods, and reporting requirements).

 

 Distributors must take reasonable steps that will, or are reasonably likely to, result in distribution of the product being consistent with the most recent TMD (unless the distribution is excluded conduct). 

 

This document is not a product disclosure statement (PDS) and is not a complete summary of the product features or terms of the product. This document does not take into account any person’s individual objectives, financial situation or needs. Persons interested in acquiring this product should carefully read the PDS for the product before making a decision whether to buy this product. 

 

Important terms used in this TMD are defined in the TMD Definitions which supplement this document. Capitalised terms have the meaning given to them in the product’s PDS, unless otherwise defined. The PDS can be obtained by contacting CFMG on 1800 155 526 or at [email protected] or the PDS can be obtained from www. cfmgcapital.com.au

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CFMG Capital

Return potential

6.95% p.a.

Minimum

$10,000