Understanding Mountain Monthly Income Fund – A Beginner's Guide

Mountain Asset Management

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Jason Guo, the managing director of Mountain Asset Management, will share insights and strategies aimed at enhancing your investment returns.Discover how the Mountain Monthly Income Fund seeks to help you achieve consistent monthly income through a diversified portfolio of cash, fixed income securities, secured loan and securitized debt instruments. Please note that while the fund aims for consistency, investment returns are subject to market risks and are not guaranteed. DisclaimerThis material has been prepared by Mountain Asset Management Pty Ltd as trustee for the Fund for general information purposes only and whilst every care has been taken in relation to its accuracy, no warranty is given or implied.The information provided in this material does not in any way constitute financial, product, tax or legal advice or an invitation or offer to investment in the Fund. It has been prepared without taking into account your investment objectives, financial circumstances or particular needs. It does not purport to contain all relevant information necessary for making an investment decision. It is provided on the basis that the recipient will be responsible for making their own assessment of financial objectives and needs and will seek further independent professional advice as is considered appropriate prior to making any invest decisions.You must read further information in its entirety about the Fund and the Ordinary Class of the Fund contained in the information Memorandum before making a decision to invest. No investment can be made based on the information contained in this summary. The Trustee and Investment Manager do not guarantee the performance of the Fund or the capital of your investment in the Fund. For more information, please contact us.Only applications from wholesale investors under Section 761G of the Corporations Act 2001 (Cth) of Australia will be considered. Submissions that do not meet the qualifying criteria will not be processed. Applicants are responsible for ensuring their compliance with the relevant provisions of Section 761G and for providing all required documentation.

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Understanding Mountain Monthly Income Fund – A Beginner's Guide

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Understanding Mountain Monthly Income Fund – A Beginner's Guide

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