LM Managed Performance Fund

Background Information

KordaMentha and its affiliated firm Calibre Capital were appointed Trustee of the Fund on 12 April 2013.

LM Managed Performance Fund is a Trust that was previously operated by LM Investment Management Limited (‘LMIL’).

John Park and Ginette Muller of FTI Consulting were on 19 March 2013 appointed as Joint and Several Voluntary Administrators of LMIL. However, in Brisbane on 12 April 2013, the Supreme Court of Queensland removed and replaced LMIL as Trustee of the Fund.

On 5 January 2015, Calibre Capital Limited retired as co-trustee of the Fund. KordaMentha is now sole-trustee of the Fund.

On 1 April 2022, after a period of nine months allowed for Unitholders to request updates to their personal and banking details, the Trustee initiated the first and final distribution of funds to all Unitholders of the LM MPF where adequate banking information was held. Please note that this distribution does not represent a full return of invested capital, rather a return of approximately 1.45 cents in the dollar relative to the Australian Dollar holding value of each investment as at 19 March 2013 (in accordance with the records of the Fund).

For any queries relating to the distribution, please first refer to the Post-Distribution FAQ document linked here. This can also be found in the documents section below.

If your question has not been answered by the Post-Distribution FAQ document, please contact the Trustee by email at [email protected], citing the Account ID(s) for which your correspondence relates in the subject header.

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