Managed Funds

An unlisted open-ended property fund that invests in direct property, unlisted/listed property securities, and cash investments.

The Fund owns a diversified portfolio and provides investors an opportunity to invest in quality properties in Australia. 

The Fund has exposure to 5 properties, 45 tenants with over 50% of income derived from national and ASX-listed companies.

Investors will apply for units in a Fund that owns: 

1. Dan Murphy's Bellerive Shopping Centre, Tasmania  

2. The Butter Factory Shopping Centre and anchored by Dan Murphy's located in Shepparton, Victoria

3. Kings Meadows Shopping Centre, Tasmania 

4. Wangaratta Co Store Shopping Centre, Victoria (Under Offer)

5. Development at South Nowra, NSW (Offer Withdrawn / November 2024)

Secure Income & Returns:

• Investors who join or reinvest in the Fund as part of the $6m capital raising will receive a bonus distribution and earn a 10% return paid monthly for the first year.
• Investors in the Fund are earning 7.00% p.a. paid monthly, with the potential for capital growth

Fund Strategy:

• A focus on non-discretionary retail, essential services, and medical assets.
• Can invest in all types of property, including retail, commercial and residential.
• A focus on national tenants & brands.
• Monthly unit pricing.
• Quarterly liquidity helping investors to have access to savings.
• Direct Property - target to be > 80%.
• Investment in listed and unlisted property securities.
• Mandate to invest with multi-manager real estate approach.
• Industry-leading product feature to allow investors to transfer external syndicates into units in the Fund and gain access to Fund liquidity. This feature is subject to Finance Investment Committee approval.