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Temporary suspension of applications

Effective 3:00pm, AEST, 16 May 2017, and until further notice, additional applications from existing investors into the Trust are temporarily suspended.

About the Trust

An investment in healthcare related property assets with a primary focus on delivering regular income, plus the potential for capital growth over the longer term.

Healthcare property investment includes the ownership of the infrastructure supporting the healthcare system including hospitals, medical clinics, nursing homes, day surgeries, medical offices, consulting rooms, rehabilitation units, radiology and pathology centres.

Investment Objective

To deliver sustainable, quarterly income distribution payments, plus the opportunity for long-term capital growth.

Investment Strategy

To grow the property portfolio through acquisition of new properties and the enhancement of existing properties.

Fund facts

Fund facts as at June 2018

Trust Size – Gross Assets

$1,505.05m

Portfolio occupancy

98.73% leased by income

Distribution Frequency

Quarterly

WALE by Income

11.90 years

No. of Properties

51

Minimum Initial Investment

N/A

View our Trust performance

Performance
As at 30 Nov 2018
1 mth % 1.43
3 mth % 1.69
6 mth % 4.22
1 yr % pa 9.46
2 yrs % pa 14.46
3 yrs % pa 13.77
5 yrs % pa 12.33

Important Information

Units in this Trust 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 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 indictor of future performance. Investment decisions should be considered in the context of the overall 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 current details for this investment which are made available on this website.

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