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Australian Unity
Property Income Fund
Real property. Real income. Less stress.

Total return


7.43% p.a.

since inception
(Growth Return -0.81% p.a., Distribution Return 8.24% p.a.) Inception date for performance calculations is 31 May 1999

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The Australian Unity office in Spring Street, Melbourne has closed from 11:59pm Wednesday 5th August as a result of COVID-19 Stage 4 restrictions. Find out how this will impact the processing of your applications and other requests. Find out more

Why invest in the Property Income Fund?

Convenient & hassle free

  • Enjoy the flexibility to access your funds on a daily basis should you wish to*
  • Quarterly income payments made to your bank account

A complementary income stream

  • An alternative income stream to dividend payments from Australian shares
  • Unique investment approach

Stable

  • A consistent and solid performer for more than 20 years
  • Zero balance sheet debt**
  • Backed by Australian Unity’s strong history – we have been helping our clients thrive for more than 175 years

Professionally managed

  • Rely on professionals to ensure you receive a steady income
  • It’s simple and easy with diversification, therefore risk-management is done for you through a unique combination of direct, unlisted trusts and REITs

Diversified

  • Diversified portfolio of quality assets helps to mitigate the risks of market volatility
  • Access to listed and unlisted property investments through a dedicated Portfolio Manager

About the Australian Unity Property Income Fund

The Australian Unity Property Income Fund is a professionally managed portfolio of properties that is designed to provide you with a steady income stream via quarterly income payments.

This Fund is a registered unlisted diversified property income Fund that invests across a range of commercial property assets, including direct property, unlisted property trusts, and A-REITs and is suited conservative investors.
 
The Fund offers investors access to a diversified commercial property portfolio without directly acquiring property and focuses on delivering sustainable, consistent income and is a complementary income stream to dividend payments from Australian shares.
 
The Fund is open for daily withdrawals, which will normally be paid within five business Days.*
 
To find out more including further information about the fund’s investment strategy, download the PDS now and apply online today.

Fund Features

Minimum investment amount: $5,000

Suggested investment timeframe: 5 years

Distribution reinvestment available

Regular savings plan available

Fund operating since: 1998

Need more details?

Download the PDS

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

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View our fund performance

Performance
As at 31 Oct 2020
1 mth % 0.28
3 mth % 1.69
6 mth % 3.15
1 yr % pa -9.26
2 yrs % pa 2.35
3 yrs % pa 4.38
5 yrs % pa 7.11

Still got a question about the Fund?

Enquire here

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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.

Important information

The Australian Unity Property Income Fund – Wholesale Units are issued by Australian Unity Property Limited ABN 58 079 538 499, AFS Licence No. 234455. The information in this document 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 should obtain the current Product Disclosure Statement (PDS) and consider whether the product is appropriate for their investment objectives. A copy of the PDS is available at australianunity.com.au/wealth or calling our Investor Services at 13 29 39. Investment decisions should not be made upon the basis of its past performance or distribution rate or any rating by a rating agency, since each of these can vary. In addition, ratings need to be understood in the context of the full report issued by the rating agency itself.

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.

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