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
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.
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.
