Individual
If you intend to own the investment personally (either individually jointly with others) download the application form Individual or jointly with others download the application form Individual.
Investment Services
Important forms, policies, and guides to support your financing needs — all in one place.
Find all our disclosure documents and forms to assist with your investment. These resources are here to help you understand our investment products.
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.
| Quarter | Rate |
|---|---|
| 1 June 2025 to 1 September 2025 | 5.14%pa* |
| 1 March 2025 to 1 June 2025 | 5.75%pa* |
| 1 December 2024 to 1 March 2025 | 6.02%pa* |
| 1 September 2024 to 1 December 2024 | 6.05%pa* |
For a copy of our historical returns since the Fund's commencement in 1999 click here.
Investing
Download the following documents required for investment
Download relevant application form
Additional documents
Download All Fund Documents
Download relevant application form
Additional documents
Download All Fund Documents
In order to determine which customer type you are, it will depend on who will own the investment.
Company
If you intend to own the investment in the name of your company download the application form Company
Trust
If you intend to own the investment in the name of your family trust download the application form 'Trust
Super Fund
If you intend to own the investment in the name of your superannuation fund download the application form "Super Fund