australian-unity-property-income
  • Multiple States

Fund Overview

The Australian Unity Property Income Fund (Fund) is a professionally managed portfolio of properties that is designed to provide you with a steady income stream via quarterly income payments.

This Fund is a diversified property income Fund that invests across a range of commercial property assets, including direct property, unlisted property trusts, and A-REITs and is suited for pre-retirees and conservative investors.

Objective of the Fund

The objective of the Australian Unity Property Income Fund is to focus on delivering sustainable, consistent income and is a complementary income stream to dividend payments from Australian shares.

Portfolio

The Fund asset allocation ranges are:

  • Directly owned properties and unlisted property funds: typically 40 – 70%.
  • Listed A-REITs: typically 20% – 50%.
  • Cash and similar investments: typically up to 20%.

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.

Returns

18.18%* 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 : Australian Unity
  • Term : Open-ended
  • Yield : 18.81%
  • IRR : n/a
  • Minimum Investment : 5000