Looking for a conservative alternative to bank deposits?
Invest with Midlands

Funds designed by experts, with you in mind.

4.10%

Annualised pre-tax return for quarter ended 30th September 2021

Looking for a conservative alternative to bank deposits?
Invest with Midlands

Funds designed by experts, with you in mind.

4.10%

Annualised pre-tax return for quarter ended 30th September 2021

Disclaimer: Midlands Funds Management Limited, the Issuer, is licensed under the Financial Markets Conduct Act 2013 as a manager of registered schemes and is not a registered bank. The information, calculations and any opinions on this website are based upon sources believed reliable, but Midlands Funds Management Limited, its officers and directors make no representations as to their accuracy or completeness. Financial advice should be taken before making an investment. Past performance is not a reliable guide to future performance. For a copy of our Product Disclosure Statement click here or contact us on 0800 870 326.

Our Funds

Midlands funds invest in a quality diversified portfolio of loans secured by first ranking mortgages over residential, commercial and rural land and buildings throughout New Zealand. We target (but do not assure) a pre-tax distribution of 2.5% to 3.0% above New Zealand registered bank 1 year term deposit rates. Our annualised pre-tax distribution paid to investors for the quarter ended 30th September 2021 was 4.10%.

Our Strategy

Our investment strategy is deliberately conservative. This approach is designed to weather market volatility and focus on capital protection while at the same time providing consistent and reliable rates of return with low risk.
The Midlands Income Fund has a Risk Indicator of 1 (low)*.

Our Commitment

Our experienced team of professionals ensure that your investment is carefully, responsibly and expertly managed. This diligence is reflected in our consistent returns and low default rate. Many of our directors, shareholders and staff are invested alongside you in our funds.

* A risk indicator of 1 does not indicate a risk-free investment.

Quarterly Newsletter

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Funds Overview

For a snap shot of the Midlands Income Fund and its performance, click here to know more.

Quarterly Updates

In-depth guide to how the Midlands Income Fund has performed over the last quarter.

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Get in Touch with Us

If you have any questions or would like to know more about Midlands and what we can do for you, please get in touch.