Northern Alliance Trust
AB & BC
The mutual fund trust gives investors access to the private lending market, secured by mortgages registered on real property and proven cash flow. NAT’s strategy is to focus on a balanced portfolio of first and second mortgages with smaller capital outlay, resulting in a high level of diversification in the mortgage portfolio. NAT provides quarterly distributions as an income producing fund, providing investors a steady stream of income while preserving invested capital.
Class A and B shares are available:
Class A units are paid first to a maximum of (6%)* The Trust is registered with Canada Revenue Agency and can accept all registered investments including RRSP, RESP, LIRA, TFSA and others.
Class B Units have no return cap, with a targeted return of eight percent (8%)* The Trust is registered with Canada Revenue Agency and can accept all registered investments including RRSP, RESP, LIRA, TFSA and others.
Fixed Income
Risk Profile
Low - Moderate
Minimum Investment
$50,000
Average Annual Return
Class A: 6%, Class B: 8%
Investment Increments
$5 per Share
Investment Term
Open-Ended
Total Offering
$40,000,000
Gain Exposure to the Private Lending Market
Private mortgage lenders have flexible lending parameters, providing more options for borrows that don’t fit the mold of banks and institutional lenders. Because private and second mortgages carry a perceived higher level of risk, lenders charge higher interest rates accordingly.
Registered Fund Eligible
Invest now with your RRSP, TFSA, RESP, LIRA, or RRIF accounts.