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About the Fund

An investment in an unlisted property trust that holds a single, modern retail building in Rockdale, NSW and an adjoining car park on a long-term lease.

Key benefits

  • Income paid quarterly.
  • The potential for capital growth over the medium to long term.
  • Access to property investments without the obligations of direct property ownership.
  • A lower cost of borrowing than that typically available to an individual investor.
  • Potential for tax deferred income.
  • Managed by specialist asset managers.

View our Fund performance

Performance
As at 30 Nov 2018
1 mth % 32.42
3 mth % 34.54
6 mth % 37.64
1 yr % pa 44.77
2 yrs % pa 25.07
3 yrs % pa 20.47
5 yrs % pa N/A

Important Information

Units in this Fund are issued by Australian Unity Funds Management Limited ABN 60 071 497 115, AFS Licence No 234454. This Fund is closed to new investors. 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 hold or dispose of the product you should seek professional financial and taxation advice. For more information, please visit australianunity.com.au or call our Investor Services team on 13 29 39. 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 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 current details for this investment which are made available on this website.

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