INVESTMENTS

Be in control of your financial future with Model Capital Solutions investments

Liberty free-thinking investments

We offer a diverse range of ways to meet your short and long-term investment goals. From earning regular monthly income to seeking tax-effective capital appreciation with property investing, we strive to help you outperform investment targets.

Term investment

The Model Capital Solutions Term Investment Fund is a registered managed investment scheme designed to provide regular returns of income to investors (subject to performance of the Fund). Investors can choose to receive income payments on a monthly basis, or to reinvest income. This product was established in 2011 and all target returns have been met to date. Past performance is not a reliable indicator of future performance.

Investment terms and target returns

The Model Capital Solutions Term Investment Fund offers differing Target Returns depending on the term that you choose to invest for:

Investment Term Target Return After Fees

6 Months 6.30% p.a.

12 Months 6.80% p.a.

18 Months 6.80% p.a.

2 Years 6.80% p.a.

3 Years 6.80% p.a.

4 Years 6.80% p.a.

5 Years 6.80% p.a.

*An investment in the Model Capital Solutions Term Investment Fund is not a bank deposit and may have a different risk profile than a bank deposit. The Target Return is a specified maximum rate of return, is subject to the performance of the Fund, and is not guaranteed. Risks apply, including the risk that you may not receive the Target Return or that you may lose some or all of your principal investment. Seek independent financial advice before making an investment decision. For further information refer to the Product Disclosure Statement dated 1 February 2017 as amended by the Supplementary Product Disclosure Statements dated 1 February 2021 and 5 October 2024. Rates applicable as of 6 March 2025. For our latest rates, contact us at info@modelcapitalsolutions.com.

About the Model Capital Solutions Term Investment Fund

Performance data

Every quarter we report on the composition and portfolio performance of the loans underlying the Model Capital Solutions Term Investment Fund. Below is the latest set of reports along with reports for previous quarters. Past performance is not a reliable indicator of future performance.