Property Trust

Minimum investment: 
  • initial investment and minimum balance: $20,000
  • minimum additional investments: $2000.

Objective

To provide long-term capital growth and moderate income through investment in direct property and listed and unlisted property trusts in accordance with the Australian Ethical Charter.

Overview

  • actively manages a property portfolio in energy efficient buildings, medical and allied health facilities, social infrastructure, and direct property intended for retro fitting and refurbishments to at least a 5 Star Green Star Rating
  • can use gearing (borrowed money) to purchase specific assets.

Significant risks

  • liquidity risk – limited ability to withdraw your investment
  • property risk – decline in property values in the Trust
  • income risk – decline in rental income, tenant default, trust property not fully leased.

Refer to an outline of the significant features and risks (336 KB) of the Property Trust and the managed funds product guide (PDS).

Established

June 2009

Recommended minimum timeframe

  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7+
  • Years

Asset Mix

90% Growth 10% Defensive

Investment risk

Investment risk illustration Low High

Unit Prices

  • 30 March 2012
    $1.0546
    $1.0355
    $1.0093
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Returns

Total returns to 30 April 2012 3 months 1 year 3 years 5 years 10 years Since Inception
Property Trust 0.90% 3.10% 3.10%