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A-REIT Fund

The potential benefits

This Fund is designed for investors who want:

  • Access to many of Australia’s highest quality properties held through property trusts listed on the ASX
  • Exposure to listed property that is actively managed and diversified across the retail, office, industrial and residential sectors
  • To take advantage of inefficient and sentiment-driven market pricing
  • A property investment that is easily liquidated to provide easy access to funds.

Who should consider investing in the Fund?

  • SMSF trustees looking listed property exposure
  • Investors seeking a relatively high-yielding listed investment in a low interest rate environment
  • Retirees in draw-down looking for income but still seeking capital growth from markets
  • Accumulators with modest balances

About the Fund

An investment in a portfolio of select Australian Real Estate Investment Trusts (A-REITs). The Fund aims to deliver a total return, consisting of income and capital growth, above the S&P/ASX 300 A-REIT Accumulation Index over the medium to long term.*

Australian Unity Funds Management has appointed Renaissance Property Securities to manage the Fund.

Renaissance Property Securities is boutique fund manager established in 2003, specialising in the management of portfolios of ASX-listed property securities. Renaissance manages a number of portfolios for institutional and wholesale clients. With more than 45 years of combined experience, Renaissance has established successful and enviable investment track record.

* 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.

Why invest?

  • Regular, quarterly income
  • The potential for capital growth over the medium to long term
  • Diversify an existing property portfolio
  • Exposure to A-REITs sector via a specialist manager

Fund features

  • Minimum investment amount: $5,000
  • Suggested investment timeframe: 5 years
  • Fund operating since: 2011

View our fund performance

Performance
As at 30 Nov 2018
1 mth % -0.78
3 mth % -5.65
6 mth % -0.30
1 yr % pa 1.00
2 yrs % pa 6.69
3 yrs % pa 8.12
5 yrs % pa 11.27

Important Information

Units in this Fund are issued by Australian Unity Funds Management Limited ABN 60 071 497 115, AFS Licence No 234454. 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 (PDS) 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 ($25,000 for wholesale products) 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.

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