About LM

LM Investment Management Ltd (LM) is a privately owned, Australian specialist fund manager providing the global pathway to Australian investment solutions.  We operate internationally from offices in the world's leading financial districts on the Gold Coast, Perth and in Sydney Australia, Hong Kong, London, Dubai, Auckland, Johannesburg, Bangkok and Queenstown. Quick Facts

LM is registered with the Australian Securities and Investments Commission (ASIC) as a Responsible Entity and Australian Financial Services Licensee. Our products are distributed and available for investment only via an independent global client network of financial advisers and intermediaries.

The global appeal of our funds has seen us grow to enjoy an established presence in the financial services markets throughout Australia, Asia, the Middle East, United Kingdom, United States of America, South Africa, Europe and New Zealand.

We hold global relationships with respected market leaders to enhance the continued expansion of our business, distributing niche Australian investment products worldwide.

As an unlisted public company, LM is 100 per cent Australian owned, and manages Australian assets with a gross realisation value in excess of AUD3 billion.  The LM income funds invest in property related assets within Australia's diverse, expansive and resilient property markets.

We are recognised as a professional and specialist lending institution across Australia's business and property sectors.  The depth, knowledge and experience of our inhouse property asset management team, alongside our collaborative and proactive approach to asset selection and management often results in repeat business from listed and unlisted multinationals, as well as Australian property companies.

Our Products

All assets of the LM funds are in Australia.

We provide established investment products with a range of flexible investment options:-

• Cash;
• Conservative income;
• Enhanced income;
• Luxembourg domiciled SICAV-SIF;
• Savings Plan; and

• Australian index based and capital guaranteed.

LM also has the ability to structure specifically mandated portfolios for institutional clients.

Over the past 14 years, we have settled commercial transactions totalling more than AUD5 billion across the residential, commercial, aged care, industrial, retail and construction property sectors across Australia.

Combined, the LM Senior Executive Committee and Board of Directors hold extensive experience and an intimate understanding of the property, finance, insurance, legal, managed funds, human resources, marketing, communication, client relations and accounting.

LM Management Principles

LM's corporate vision is to be recognised as a leading, innovative and prudential funds manager and provider of Australian financial services.  Our management teams shares a common understanding of business principles to ensure this vision is upheld.

These principles include:-

• Delivering a high level of service with clear communication and genuine empathy for our clients;
• Offering qualitative investment and lending products;and
• Using a research driven approach to anticipate market changes and seek new opportunities.

LM Culture

At LM, we pride ourselves on our flat and open structure in which all employees enjoy strong autonomy and responsibility.

LM's transparent management style and continuous professional development encourages employee participation in process development and leads to an intelligent, engaged and stable workforce.

We welcome every employee to openly participate in our business and encourage ongoing training and product development.

LM has:-

• a company commitment to a professional relationship with financial advisers and intermediaries, brokers, borrowers, wholesale clients, private banks, superannuation funds and institutional clients worldwide;
• an active property research and analysis committee;
• a strong investment committee, property asset management and asset management team experienced in all levels of evaluation and management processes;
• specialist personnel that enable LM to excel in the income sector;
• a marketing and treasury group for establishment and maintenance of client relationships;
• a client relations department to support the group with efficient turnaround time on client queries;
• an investment services department responsible for efficient administration and reporting;
• a business standards and compliance team to ensure compliance and best business practices;
• an IT department delivering leading edge IT solutions to aid company growth and to bring online services to financial advisers and intermediaries;
• a communications team responsible for the distribution of stakeholder communications and the production of corporate literature; and
• an experienced portfolio and funds management team.