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.