APN AREIT Fund

The APN AREIT Fund (ARSN: 134 361 229) is a property securities fund predominantly investing in Australian listed property securities.

Total return since inception-original investment of
$10,000

A$’000

areit chart

Investment objectives

  • Provide a high level of distributable income by achieving a gross annual income yield (before management fees and expenses) that is equivalent to at least 110% of the average yield of the S&P/ASX 200 AREIT Dividend Yield;
  • Have a tax advantaged income component of distributed income;
  • Provide a level of capital growth which at least matches increases in CPI over a 5-7 year time horizon; and
  • Provide lower than market volatility.

Benefits

  • Access to a diversified portfolio of quality listed property securities which offer relatively higher yields.
  • Unlike many property securities funds which invest significantly on the basis of index weighting, APN determines the relative value of each property security.
  • Disciplined investment strategy designed to reduce both market and specific risk.
  • Monthly distributions.
  • Nil entry and exit fees.
  • Tax advantaged income component.

This fund is suited to

  • Investors seeking consistent and high levels of income.
  • Investors seeking tax effective income.
  • SMSFs – investors managing their own retirement.
  • Investors wanting access to a diversified portfolio of quality AREITs.
  • Significant Investor Visa applicants – the APN AREIT Fund is a complying fund

How to invest

Allotment or issue of securities in the APN AREIT Fund will be made only on receipt of an application form attached to a copy of the Product Disclosure Statement (PDS) which has been lodged with the Australian Securities and Investments Commission.

To purchase units using the mFund Settlement Service, click here.

Leave a Comment