Monthly Income Fund How to Invest

There are three steps to make an investment in the Monthly Income Fund.

Step 1. Read and consider the Information Memorandum

You should read the Information Memorandum in full before deciding whether to invest in the Monthly Income Fund. The assumptions underlying the financial information and the risk factors that could affect the financial performance of the Monthly Income Fund should be examined.

Before you invest in the Monthly Income Fund, you should consider carefully the Information Memorandum taking into account your personal circumstances (including financial and taxation issues) and seek professional advice from your accountant, stockbroker, lawyer or other professional advisers before deciding whether to invest. The Information Memorandum does not consider your personal objectives, financial situation, and particular needs.

Step 2. Complete the application form

Complete and sign the application form included as part of the Information Memorandum and return it together with the required documentation.

Step 3. Lodge your application form

Lodge your application form and investment funds with Vertex.

  • Exclusive investments for Wholesale Investors
  • Monthly income distributions
  • Pooled first mortgage investments
  • Investments secured by real property within Australia
  • 12-month minimum initial investment term
  • Additional investment preservation measures
  • Fully managed investment

Target Rate paid monthly