The Fund

The Trust is an open-ended unlisted property trust that primarily invests in a diversified portfolio of direct property. Since the Trust’s inception on the 14th December 2004, with an initial property portfolio of $13.4 million, the Trust has significantly grown to possess a portfolio of approximately $30 million. The strategy of the Trust is to continue to grow funds and further increase the level of diversification within the portfolio, including increased liquidity through the introduction of investments in Australian Real Estate Investment Trusts (A-REITs).

The Trust currently consists of 5 quality properties located across South Australia, Victoria, Queensland and Tasmania.  The tenancy profile is diversified across industrial and tourism and leisure.

The objective of the Trust is to provide Investors with strong and consistent income over the life of the Trust, combined with the potential for capital growth. New property acquisitions will minimise the risk to the income stream and also assist in maintaining high levels of tax advantaged distributions.