APN Asian REIT Fund

The APN Asian REIT Fund (ARSN: 162 658 200) (the “Fund”) is a property securities fund that invests in a quality portfolio of Asian Real Estate Investment Trusts (REITs).

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

A$’000

Asia REIT chart since inception
Investment strategy

The Fund will invest primarily in REITs listed on the securities exchanges of the Asia Region (including, but not limited to, Hong Kong, Singapore, Malaysia, Japan and New Zealand, but excluding Australia), as well as cash and fixed interest investments.

Investment objectives

  • Provide investors with a consistent and relatively high level of income compared to the Benchmark2, combined with some capital growth, derived predominantly from investing in Asian REITs;
  • Have a gross annual income yield (before management fees, expenses and taxes) that equates to at least 110% of the average yield of the Benchmark;
  • Provide investors with some capital growth over a 5-7 year time horizon; and
  • Provide lower than market volatility.

Benefits

  • Access to a diversified portfolio of underlying Asian commercial real estate.
  • 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.
  • Limited exposure to higher risk earnings.
  • Nil entry and exit fees.

This fund is suited to

  • Medium to long term investors.
  • Investors seeking consistent and high levels of income and the potential for some long term capital growth.
  • Investors seeking tax effective income.
  • SMSFs – investors managing their own retirement.
  • Investors wanting access to a diversified portfolio of quality Asian REITs.

How to invest

Allotment or issue of securities in the APN Asian REIT 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.

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