APN Property for Income Fund

The APN Property for Income Fund (ARSN: 090 467 208) is a property securities fund predominantly investing in Australian listed and unlisted property securities.

Investment objectives

  • Provide a high level of distributable income by achieving a gross annual income yield that is equivalent to at least 110% of the average of the S&P/ASX 200 AREIT Dividend Yield;
  • Maintain the tax advantaged proportion of distribution above 20%; and
  • Provide a level of capital growth which at least matches increases in CPI combined with a low level of price volatility.

Benefits

  • Focus on listed and unlisted property securities which offer relatively higher yields and lower than market volatility.
  • 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 relatively high levels of income.
  • Investors seeking tax effective income.
  • SMSFs – Ideal for investors managing their own retirement.
  • Investors wanting access to a diversified portfolio of listed and unlisted Australian property securities.

How to invest

Allotment or issue of securities in the APN Property for Income 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.

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