FIRST MORTGAGE MANAGERS LIMITED

FIRST MORTGAGE PIE TRUST

Managed fund

5yr Return

—%

3yr Return

—%

1yr Return

—%

3m Return

—%

Total Fee

1.63%

Fund Size

—

Asset Allocation

other
74.69%
cash
18.43%
bonds
6.88%

Top Holdings

The fund's largest investments

ANZ Bank - Call Account

14.68%

Loan secured over commercial property in Auckland

3.51%

Loan secured over commercial property in Wellington

2.63%

Loan secured over commercial property in Auckland

2.34%

Loan secured over residential property in Auckland

2.16%

Loan secured over rural property in Bay of Plenty

2.01%

Loan secured over commercial property in Auckland

1.14%

Loan secured over residential property in Auckland

1.13%

Loan secured over commercial property in Wellington

1.08%

Loan secured over residential property in Auckland

1.04%

Historical Returns

3 Month

—%

1 Year

—%

3 Year

—%

annualised

5 Year

—%

annualised

10 Year

—%

Since Inception

—%

annualised

Fees

Management Fee1.63%
Other Charges0.11%
Performance Fee0.00%
Total Annual Fee1.63%

Risk Level

1/ 7

Very Low

Fund Managers

Paul Bendall

Andrew Western

Sam Burgess

Sam Johnstone

Phil Bennett

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