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Diversified fund providing exposure to listed and unlisted property investments

Diversified fund providing exposure to listed and unlisted property investments

Core Property has reviewed the "Freehold Australian Property Fund"

The Fund provides an investment in a diversified portfolio of listed and unlisted securities in the property and infrastructure sectors holding institutional-grade assets in Australia.

The Fund targets investments with a stable recurring income with potential for rental growth to support capital growth. The Fund has delivered an average return of around 13.4% p.a. since inception.

A key feature of the Fund is its ability to provide investors with a blended return from the property and infrastructure sectors:

  • Currently around 57% of the portfolio is invested in unlisted property/infrastructure funds and 41% in listed securities with the remainder in cash.
  • The Fund is currently delivering a distribution yield of 4.1% (annualised), paid quarterly.
  • The Fund provides a weekly withdrawal facility as well as a liquidity event every 5 years.

The Fund is open - ended, with a minimum investment of $10,000.

Core Property has rated the Fund as RECOMMENDED.