Balmain Private vs StockLenz

Balmain Private provides exclusive opportunities to invest and manage monthly income producing individual first mortgage loans backed by commercial real estate which has been credit approved and settled by Australia’s largest non-bank commercial loan manager. Sensible investing on the go. Smart management in your hands. Invest 24/7. Built for investors who seek competitive rates, have the skill and confidence to make informed investment choices and like to be out and about. You take control. So easy to use, manage your Loan portfolio at a time or place which suits you. View, sort and select the Loans which meet the level of risk and reward sought. Click to read a detailed SPDS’s on every Sub-Trust. Scroll photos and maps, all to help you make an informed investment decision. Easy management The Balmain Private App displays live data giving visibility and easy access to your entire portfolio of Sub-Trusts. Toggle between your accounts. Compare your performance to Balmain using Rate and LVR. View the status of both Cash Units and Loan Units. Deposit & Redeem. Get primed to invest. Move money from your bank to your Balmain Private Cash Units account. Your Cash Units sit in a Cash Management Account till you choose to invest. When required, redeem Cash Units back to your nominated bank account. Reporting which informs. Stay informed and up-to-date. Track, sort and report on all your investments. Export the data you need in the format you prefer. Manage your income and capital movements. Run reports which work for you, your advisor or your accountant. New to Balmain. Visit ‘About Balmain’ from the App home screen to view the Explainer video and Register for Updates or don’t hesitate in speaking to the Balmain Private Investments Team on 02 9232 8888 or via email on info@balmainprivate.com.au Important information. Unless otherwise stated, the services and products on this App are intended for use by residents of Australia only, and are not aimed at or intended for use by residents of any other jurisdiction. The Balmain Private Investments (App) is an online secure service provided to you as defined in the App under the Menu tab in Legal Documents. This App is owned and maintained by Balmain NB Corporation Limited. These Terms and Conditions together with the Balmain Discrete Mortgage Income Trusts Product Disclosure Statement (PDS) and Supplementary Product Disclosure Statements (SPDS) and the Privacy Policy (which can be viewed in the App under the Menu tab in Legal Documents) govern your use of the App. You accept these Terms and Conditions, each time the App is accessed by you. The App is issued by Balmain Fund Administration Limited ABN 98 134 526 604, AFS Licence 333213 in its capacity as the responsible entity of the Balmain Discrete Mortgage Income Trusts ARSN 155 909 176. Balmain is committed to the delivery of quality services and information to its customers. This information is general product advice only and does not take into account the objectives, financial situation or particular needs of any person. You should consider whether this information is appropriate for you in light of your own objectives, financial situation and needs and consult with your financial advisor prior to making a decision to acquire and use the Balmain Private App.

StockLenz: Quant-Driven Stock Screening for Active Investors Discover, evaluate, and track global investment opportunities with StockLenz, a quant- driven stock screener designed for investors who want to filter markets by performance, risk, and expected return—not just price history. Developed by LENSELL, a leader in research-driven investment technology, StockLenz delivers institutional-grade analytics to your mobile device. Whether you’re a systematic DIY allocator or a global diversifier, StockLenz helps you identify high-potential investments faster using transparent, quantitative metrics and advanced filters. SEARCH. SELECT. SAVE. Stop scrolling endlessly through tickers. Use advanced quant filters to find investments that align with your risk profile and return objectives. Key Features • Quant-Driven Discovery: Beyond traditional P/E ratios. Filter stocks using performance indicators such as Expected Returns (Historical & CAPM), Sharpe Ratio, Beta, Alpha, Volatility, and CAGR. Risk Management: Target investments with downside protection using metrics like 3- Year Maximum Drawdown (MDD). • Global Market Access: Screen opportunities across major exchanges, including ASX, NYSE, NASDAQ, BSE, NSE, LSE, DFM, HKEX, Indian Mutual Funds (more markets coming). • Portfolio Ecosystem: Save your selections and seamlessly connect to Diversiview, LENSELL’s flagship analytics platform, for portfolio analysis optimisation using the Dual- Objective Optimisation Approach (DOOA) and the Efficient Frontier Theory. Start for Free – No Sign-Up Required Download StockLenz and get immediate access to: • Screen one market, one industry, and one performance metric—explore how our quant engine works before upgrading • Access industry and performance filters to test StockLenz’s analytical power • Save up to 5 favourites to track your top investments Upgrade to Premium Unlock the full power of StockLenz and take your investing to the next level: • Unlimited Global Access: Diversify your search across all supported markets instantly • Advanced Filtering: Apply all industry and quantitative performance metrics simultaneously for precise screening • Portfolio Analytics: Save unlimited favourites, create multiple portfolios, and connect seamlessly to Diversiview for in-depth portfolio optimisation • Enhanced Insights: Access the full suite of quant indicators, industry filters, and market coverage to make smarter, faster investment decisions. Transparent & Educational StockLenz empowers you with clear, understandable data. All metrics include definitions to help you interpret the results—providing the analytics while you make the decisions. Note: StockLenz is intended for educational and research purposes only and does not provide personal financial advice. Make sure you do your own research and/or speak with a financial advisor before making any investment decisions. StockLenz Premium does not include access to paid features in Diversiview.