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Healthcare Property Trust - Funding Units

Invest in Australian healthcare property

Ready to invest?

Apply online

Helping Australians to thrive

In 1999, we opened a unique healthcare property investment to capitalise on Australia’s ageing population and growing demands for healthcare services.

The Australian Unity Healthcare Property Trust (Trust) is now the largest healthcare property fund in Australia, with assets collectively valued in excess of $1.25 billion and a strong development pipeline of approximately $685 million.

For investors, the Trust has delivered consistent, steady income distributions since its inception, including through the global financial crisis. Over recent years, the Trust has also delivered positive capital growth.

We have recently launched an offer that provides new investment into the Trust.

A new Product Disclosure Statement (PDS) for Funding Units is now available.

If you would potentially like to invest in the Trust, please download a copy of the PDS. To invest, you can either apply online or use the paper-based form.

A new way to invest in healthcare

Download the PDS

The Product Disclosure Statement explains all of the essential things that you should know about the Trust before deciding to invest.

How to apply

Download a PDS. Investors must read and understand its contents. We recommend potential investors seek professional advice to consider whether the product is appropriate before deciding to invest in the Trust.

Investors can either apply online or use the paper-based form at the back of the PDS. Please follow the instructions and promptly provide any documents necessary to complete your application.

About the application process

The offer will open on the Wednesday, 25 October 2017. Application forms can be submitted anytime from now. However, any applications received prior to the Offer Open Date will not be processed until the 25 October.

The offer will only be open for a limited time and, unless closed earlier due to demand, is expected to close at 3 pm on Friday, 3 November 2017.

Key information

Offer Open

25 Oct. 2017

Expected Offer Close

3 pm, 3 Nov. 2017

Expected date application funds are drawn

15 Nov. 2017

Minimum investment

$5,000

APIR code

AUS4511AU

Ready to invest?

Apply online

Why invest in healthcare property?

Australia’s once youthful population is ageing. The 2016 Census told us our median age is 38. It was 23 in 1911, 28 in 1966, and 37 in 2011.1

As well, one in six Australians are now aged over 65, compared only one in 25 in 1911.1

Irrespective of economic cycles, an ageing population will require additional healthcare facilities and services.

In 2015, despite being approximately 15% of the population, 41% of all hospitalisations in Australia were for people aged over 65.2

Why invest in the Trust?

Investors are able gain exposure to a large and diverse portfolio of high quality healthcare properties.

Run by an experienced and specialist team, the Trust has exceptionally strong property metrics.

As a result, the Trust has successfully delivered consistent, steady income distributions since its inception, as well as positive capital growth, particularly over recent years.

Key benefits of the Trust

  • Regular, stable income paid quarterly.
  • Potential for capital growth over the medium to long term.
  • Access to a diverse range of 42 healthcare properties across Australia.
  • Committed, active property management strategy by a large, experienced and dedicated team.

Fund facts

Fund facts as at 30 June 2017

Trust Size – Gross Assets

$1,254.49m

Portfolio occupancy

98.40% leased by area

Distribution Frequency

Quarterly

WALE by Income

10.69 years

No. of Properties

41

Got a question about the Trust?

Enquire here
  1. Census of Population and Housing: Australia Revealed, Australian Bureau of Statistics, 2016
  2. Australia’s hospitals 2014–15 at a glance, Australian Institute of Health and Welfare, July 2016

Units in the Australian Unity Healthcare Property Trust are issued by Australian Unity Funds Management Limited ABN 60 071 497 115, AFS Licence No. 234454. Effective 16 May 2017, new investor applications and additional applications from existing investors were temporarily suspended.

* The information on this page is general information only and is not based on the objectives, financial situation or needs of any particular investor. In deciding whether to acquire, hold or dispose of the product, investors must read the Product Disclosure Statement (PDS), which will be available shortly, and seek professional financial and taxation advice to consider whether the product is appropriate for them. Investment decisions should not be made upon the basis of its past performance or distribution rate, since each of these can vary. The information here is current at the time of publication only.

The properties shown in the image at the top of the page are owned by the Trust: Robina Private Hospital, Robina, QLD and 103 Victoria Pde, Collingwood, VIC. The image bottom right is an artist’s impression of the Herston Quarter development Herston Specialist Rehabilitation and Ambulatory Care Centre (SRACC), QLD.