Investment Rates

The Investment Rates for The Mortgage Fund ARSN 088 928 081 are outlined below for the last four quarters:

Note: There is a risk that the investment may achieve lower than expected returns 



1 December 2020 to 1 March 2021


1 September 2020 to 1 December 2020


1 June 2020 to 1 September 2020


1 March 2020 to 1 June 2020



For a copy of our historical returns since the Fund's commencement in 1999 click here.

The information provided in this website should be regarded as general information only, rather than as advice. It has been prepared without taking account of any person's objectives, financial situation or needs. Because of that each person should, before acting on any such information, consider its appropriateness, having regard to their objectives, financial situation and needs. The Mortgage Fund is NOT a bank deposit. Investment in The Mortgage Fund is subject to INVESTMENT RISK, including possible delays in repayment and loss of income or principal invested. The income paid by The Mortgage Fund varies from quarter to quarter and The Mortgage Fund may achieve lower than expected returns in future quarters. No guarantee can be given that future performance will be reflected by data of past performance. Investment in The Mortgage Fund can only be made under the current relevant product disclosure statement (PDS) issued by Stacks Managed Investments Limited ACN 085 843 125 | AFSL 227673 which is available from this website or our office.