Wealth

Healthcare Property Trust

One of Australia’s largest unlisted healthcare property funds

Established 1999

Operating for more than 20 years. One of Australia’s largest unlisted healthcare property funds.

High-grade healthcare assets

Long leases to market-leading healthcare operators

Stable, consistent income

Long history of providing investors with stable and consistent returns

Why invest?

The Trust has consistently delivered sustainable, quarterly income distribution payments,
plus the opportunity for long-term capital growth.

Operating for more than 20 years
Dominated by high-grade hospital and medical centre assets
Long leases to market-leading healthcare operators
Consistent tax advantaged income returns and capital growth
Quarterly income distribution payments

Performance

Historical Performance (Wholesale units)

From

To

As At
31 Oct 2023

1 mth %
0.36

3 mth %
0.19

6 mth %
1.30

1 yr % pa
4.29

2 yrs % pa
8.01

3 yrs % pa
17.07

5 yrs % pa
14.09

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 performance chart assumptions

This chart assumes a notional investment of $10,000 and the reinvestments of distributions credited over the period shown. The returns are calculated after fees and expenses and uses entry to exit prices. It does not allow for any application or exit fees which may apply to an actual client investment. Past performance is not a reliable indicator of future performance. Investment decisions should be considered in the context of the overall performance of the relevant asset class over the period shown and any economic or market changes recently occurring. You should also refer to the Product Disclosure Statement and current details for this investment which are made available on this website.

Unit prices

Historical Unit Price (Wholesale units)

From

To

Unit Price

Download full unit price history

Effective date
08 Dec 2023

Entry price
2.6647

Exit price
2.6251

Historical unit price chart assumptions

This chart reflects an exit value at the date shown and is only intended to provide a snapshot of the movements in those prices. Past performance is not a reliable indicator of future performance. Investment decisions should be considered in the context of the overall performance of the relevant asset class over the stated period and any economic or market changes recently occurring. You should also refer to the current details for this investment which are made available on this website.