Welcome to NZ Mortgage Income Trust

Three Group Investment Funds investing in registered first
mortgages to provide long-term stable income.

Fund Managers Otago Limited is a Fund Manager and does not offer investors investment advice.
For investment advice we recommend that you make contact with a qualified registered investment advisor.

Our No. 2 Fund is performing well,
returning the equivalent of 6.75% p.a. for the quarter ending 31 December 2011

NZMIT_No2

No 2 Fund Returns at a Glance

Click here for more information

Both Funds below are currently closed for new investments

NZMIT PIE

PIE Fund Returns at a Glance

Click here for more information.

Capital Returns at a Glance Dec

Click here for more information.

Fund Managers Otago Ltd is a member of the Financial Services Complaints Ltd dispute resolution service

1. The 'Return for the quarter' displayed above for the Capital Mortgage Income Trust and the NZ Mortgage Income Trust P.I.E. Fund is based on a $1 unit value and on an investor being in the Fund for the entire quarter ended 31/12/2011 and is before tax but after fees and expenses have been deducted and is expressed as a per annum equivalent before tax. Any investor who joined or withdrew from either of these Funds during the quarter would not necessarily earn the same return.
2. The above 'P.I.E. Pre-Tax Return' illustrates the per annum equivalent if an investor changes from a tax rate of 33% to the maximum P.I.E. tax rate of 28% which is before tax but after fees and expenses have been deducted and is expressed as a per annum equivalent before tax.
3. The 'Return for the quarter' displayed above for the NZ Mortgage Income Trust No. 2 Fund is based on a $1 unit value and on an investor being in the Fund for the entire quarter ended 31/12/2011 and is before tax but after fees and expenses have been deducted and is expressed as a per annum equivalent before tax. Any investor who joined the Fund or withdrew from the Fund during the quarter would not necessarily earn the same return.
4. The 'Compounded return past 12 months' displayed above for the Capital Mortgage Income Trust, NZ Mortgage Income Trust P.I.E. Fund and
NZ Mortgage Income Trust No. 2 Fund are based on an investor being in the Fund for the entire year ended 31/12/2011 and having elected to have their quarterly income reinvested in further units and calculated before tax but after fees and expenses have been deducted and expressed as a per annum equivalent before tax.
5. Contact the Manager for details of the return calculation. Past returns do not guarantee future performance in respect of the Capital Mortgage Income Trust, NZ Mortgage Income Trust P.I.E. Fund or the NZ Mortgage Income Trust No. 2 Fund.

Cre8ive Web Design