The Property Income Fund is a professionally managed portfolio of properties that is designed to provide you with a steady income stream via monthly income payments.
The Fund invests across a range of commercial property assets, including direct property, unlisted property trusts, and A-REITs.
Investors can access a diversified commercial property portfolio without directly acquiring property with a minimum $5,000 initial investment.
The Fund is open for daily withdrawals, which will normally be paid within five business days.2
17 February 2023
The Australian Unity Property Income Fund (Fund) has been awarded a ‘Recommended’ rating from Zenith Investment Partners.
20 October 2022
Another listed property (A-REIT) reporting season has come and gone. In financial year 2022, a period defined by rising inflation, it is no surprise that hedging levels and the impact of rising rates across the listed market were hot topics for investors.
20 September 2022
Recent months have tested the nerve of Australia’s commercial property investors, with inflation, rising rates, recession concerns and a turbulent construction environment weighing on investor sentiment.
05 July 2022
Damian Diamantopoulos, Portfolio Manager REITs and Head of Property Research at Australian Unity, joins ANZPJ Editor Benn Dorrington to discuss the industrial and logistics real estate market in Australia.
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Zenith rating-Reccomended4 |
Lonsec rating-Reccomended5 |
Returns are calculated after fees and expenses and assume the reinvestment of distributions.
1 The Fund’s underlying investments may borrow to finance new and existing assets, to develop and maintain those assets, and to provide liquidity for operating purposes and managing working capital. Refer to the PDS for more information regarding the costs involved with Fund’s underlying investments’ borrowings.
2 The Fund is open for daily withdrawals, which will normally be paid within five business days. In times of abnormal operating or market conditions, or periods of excessive withdrawals, the Fund may take up to 180 days to pay withdrawals. During these times AUPL may offer alternative withdrawal arrangements if these are deemed to be in the best interest of investors. Refer to the PDS for more information regarding withdrawals.
3 These are some of the Fund’s current investments - for details of all current investments, please see our latest Fund Update or Property Listing Flyer.
Units in this Fund are issued by Australian Unity Property Limited ABN 58 079 538 499, AFS Licence No 234455. Information provided here is general information only and current at the time of publication and does not take into account your objectives, financial situation or needs. In deciding whether to acquire, hold or dispose of the product you should obtain a copy of the Product Disclosure Statement (and any relevant Supplementary Product Disclosure Statement) and seek professional financial and taxation advice. This information is intended for recipients in Australia only. Past performance is not a reliable indicator of future performance.
4 The Zenith Investment Partners (ABN 27 103 132 672, AFS Licence 226872) (“Zenith”) rating (assigned Zenith December 2022) referred to in this piece is limited to “General Advice” (s766B Corporations Act 2001) for Wholesale clients only. This advice has been prepared without taking into account the objectives, financial situation or needs of any individual, including target markets of financial products, where applicable, and is subject to change at any time without prior notice. It is not a specific recommendation to purchase, sell or hold the relevant product(s). Investors should seek independent financial advice before making an investment decision and should consider the appropriateness of this advice in light of their own objectives, financial situation and needs. Investors should obtain a copy of, and consider the PDS or offer document before making any decision and refer to the full Zenith Product Assessment available on the Zenith website. Past performance is not an indication of future performance. Zenith usually charges the product issuer, fund manager or related party to conduct Product Assessments. Full details regarding Zenith’s methodology, ratings definitions and regulatory compliance are available on our Product Assessments and at Fund Research Regulatory Guidelines.
5 The rating issued 04/2022 is published by Lonsec Research Pty Ltd ABN 11 151 658 561 AFSL 421 445 (Lonsec). Ratings are general advice only, and have been prepared without taking account of your objectives, financial situation or needs. Consider your personal circumstances, read the product disclosure statement and seek independent financial advice before investing. The rating is not a recommendation to purchase, sell or hold any product. Past performance information is not indicative of future performance. Ratings are subject to change without notice and Lonsec assumes no obligation to update. Lonsec uses objective criteria and receives a fee from the Fund Manager. Visit lonsec.com.au for ratings information and to access the full report. © 2023 Lonsec. All rights reserved.
