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APN AREIT Fund

Fund Category Property
Minimum Initial Investment $1,000
Expected Close Date Ongoing


Currently yielding 7.72% pa1

1as at 17  January 2014; annualised distribution rate divided by the most current unit price.

The APN AREIT Fund is a property securities fund predominantly investing in Australian listed property securities. The Fund is focussed on delivering a competitive yield with lower risk than the market. Underlying stocks are selected based on a highly disciplined investment approach that has been in place since 1998. The Fund provides access to a wide spread of property-based revenue streams that are specifically analysed, selected and weighted with the aim of delivering strong and sustainable income returns.

The objective is to provide investors with a consistent, relatively high level of 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 Property Trusts Dividend Yield series.

The APN AREIT fund gives investors the opportunity to gain exposure to a spread of primarily Australian listed income earning property securities and cash/fixed interest. The fund invests in listed property securities but not direct property. APN continually review and if appropriate reweigh the fund's investment with the objective of optimising the fund's distributable income. This disciplined investment strategy is designed to reduce both market and specific risk. Investors are given access to a diversified portfolio of premium quality listed property securities which offer relatively higher yields, superior medium to long term total return expectations and lower volatility. Investors can also benefit from monthly distributions.

Key benefits

  • Diversification: Investment portfolio of quality listed property securities diversified by geography, sector (retail, office and industrial) and tenant.
  • Income focussed: monthly distributions.
  • Active management: APN does not rely on index weighting but rather use an active investment approach by selecting investments that focus on property fundamentals (leases, tenants and location).

APN Funds Management is a specialist property funds management company and is one of Australia's leading real estate investment managers. The team's expert knowledge of property markets and research capability allows APN to deliver reliable income streams and capital growth to help investors achieve long term objectives.

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FEE DISCLOSURE

There is no entry fee or exit fee on the APN AREIT Fund. 2020 DIRECTINVEST may receive a trailing commission of up to 0.20%. The commission is paid by APN Funds Management and is NOT an additional charge to the investor.

Disclaimers and other important information

 


 

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