Global Online Savings Plan

Company Background

LM Investment Management Ltd (LM) is an unlisted public company that is 100% Australian owned and managed specialist Australian income funds manager and responsible entity which has operated within Australia's business and property sectors since 1998. During this time, LM has developed significant property expertise through the management of its prime income funds.

LM enjoy active participation and recognition as an established lender within Australia's business and property sectors, and are committed to delivering both professional and responsive financial services.

Investment options currently available through LM's international network of licensed financial advisers and intermediaries include, amongst others, the LM Managed Performance Fund. The investment management team has a 12 year track record for delivering income from its various investment funds & the Managed Performance Fund is no exception.

Over the years and more recently in particular, LM has become a growing presence in the financial services sector throughout Australia, New Zealand, Asia, Europe, the Middle East and the United Kingdom.

At LM, they pride their selves on their flat and open structure in which all employees enjoy strong autonomy and responsibility. The transparent management style and continuous professional development encourages employee participation in process development and leads to an intelligent, engaged and stable workforce.

The company is registered with the Australian Securities Investments Commission (ASIC) as a Responsible Entity and Australian Financial Services Licensee.

Company Vision

LM's corporate vision is to be recognised as a leading, innovative and prudential funds manager.

The management team shares an understanding of some common business principles that are the foundation of their vision, thereby ensuring it is upheld accordingly. These principles are as follows:

• Delivering a high level of service with clear communication and genuine empathy for clients
• Offering qualitative investment and lending products
• Using a research-driven approach to anticipate market changes and seek new opportunities
• protecting the delivery of declared income
• protecting the delivery of a stable unit price

Company World

LM operates internationally from its offices on the Gold Coast, in Sydney , Hong Kong, London, Dubai, Auckland, Tokyo and Johannesburg.

Company Website

www.LMaustralia.com