Wealth

Diversified Property Fund

Direct property with sustainable income

Apply now

Investment objective

The Fund aims to provide investors with:


  • a total return* (income and capital growth) above the MSCI/Mercer Australia Core Wholesale Monthly Property Fund Index; and
  • a stable income stream* that is at least 1% per annum above the average Commonwealth Government 10-year bond yield calculated on a rolling basis over the previous 5-year period (Fund Cash Yield Benchmark).

*The return that we aim to deliver to investors is a statement of intent, and we cannot guarantee that the Fund will achieve this return.


This product is likely to be appropriate for a consumer seeking capital growth or income distribution to be used as a satellite or small component within a portfolio where the consumer has a medium or long investment timeframe, high or very high risk return profile and needs quarterly or longer access to capital.

Historical Performance Chart

From
To
As At
30 Jun 2022
1 mth %
1.03
3 mth %
1.91
6 mth %
3.23
1 yr % pa
7.57
2 yrs % pa
13.42
3 yrs % pa
13.04
5 yrs % pa
13.04
Total Return is calculated after fees and expenses and assume the reinvestment of distributions. Past performance is not a reliable indicator of future performance.

Historical Unit Price Chart

From
To
Effective date
15 Aug 2022
Entry price
1.1679
Exit price
1.1563