Wealth
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.
This product is likely to be appropriate for a consumer seeking capital growth or income distribution to be used as a core or satellite component within a portfolio where the consumer has a medium or long investment timeframe, high to very high risk/return profile and needs daily access to capital.
The Fund is open for daily withdrawals, which will normally be paid within five business days.*
03 February 2022
IFA Magazine talks to Damian Diamantopoulos, Head of Research and Portfolio Manager, to hear how Australian Unity’s Property Income Fund has withstood it all – from the recent pandemic to the 2008 Global Financial Crisis.
22 December 2021
Residential real estate may have been the most talked about thing of 2021, besides Covid. But the commercial sector has often slipped below the radar.
Damian Diamantopoulos, Head of Research and Portfolio Manager discusses the sector and lessons investors can learn from overseas markets.
30 September 2021
Damian Diamantopoulos, Head of Research and Portfolio Manager REITs looks at three lesson from Financial Year 2021 and how to ensure reliable and consistent income in a year of significant market volatility.
22 July 2021
Recently the Property Income Fund has looked beyond traditional retail, office and industrial properties to become an early investor in the social infrastructure sector. Head of Research and Portfolio Manager Damian Diamantopoulos writes about this new growth sector.
For the most recent information regarding Fund performance, unit pricing and distribution history please see below.
Please refer to the Fund Update for detailed performance information.
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Frequency | Period end | Cents per unit | Reinvestment Price |
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Returns are calculated after fees and expenses and assume the reinvestment of distributions.
*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.
**However, 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.
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.
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 Product Disclosure Statement and current details for this investment which are made available on this website.
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.