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  • Multiple States

Fund Overview

The AMP Capital Wholesale Australian Property Fund (Fund) provides investors with the opportunity to invest in an established portfolio of office, retail and industrial properties which are occupied by corporate and government tenants

Objective of the Fund

The objective of the AMP Capital Wholesale Australian Property Fund is to provide stable returns, made up primarily of income with some long-term capital growth. It targets assets which have high occupancy rates and stable income streams underpinned by leases to long-term, secure commercial tenants.

Portfolio

As at March 31 2021 the Fund owned a portfolio with gross assets of approximately $2.0 billion diversified across the office, retail and industrial sectors.  The portfolio occupancy is 95% and gearing is limited to 35% of gross assets.

Distributions

The Fund pays distributions quarterly.

Term & Liquidity

There is no minimum or maximum term of investment.

The minimum investment balance required to keep the account open is $5,000.

Withdrawals are processed monthly and limited to the Fund’s liquidity policy and terms detailed in the PDS.  Generally, withdrawal requests will be satisfied within five Business Days of the Specified Withdrawal Date, but may take up to 12 months, or longer, as allowed under the Fund’s constitution.

Returns

5.56%* PA.

(12 month performance to March 2021)

(*This rate is not guaranteed and is subject to change. Past performance is not a reliable indicator

of future performance. )

Fees

Refer to the PDS.

More Information

For more information please contact the manager for a PDS.

For more information on unlisted property funds and property syndicates please refer to the following guide.

Disclaimer

The information provided above should be seen as factual information and not financial advice.   All the information provided is not intended to imply any recommendation or opinion about a financial product.

We recommend seeking advice from professional and qualified financial planners prior to investing in any financial product.   

Overview

  • Category : Equity Funds
  • Manager : AMP Capital
  • Term : Open-ended
  • Yield : 5.56%
  • IRR : n/a
  • Minimum Investment : 10000