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Investment Opportunities > Managed Funds > Property Funds > Aspen Parks Property Fund Print this page [ A ] [ A ] [ A ]

Aspen Parks Property Fund

Rebate Offer 2.4% (80%)
Minimum Initial Investment $10,000
Expected Close Date Ongoing
Description The Aspen Parks Property Fund aims to provide stable, tax advantaged income returns, paid monthly, along with capital growth over the long term.
Product Disclosure Statement
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The Aspen Parks Property Fund aims to provide stable, tax advantaged income returns, paid monthly, along with capital growth over the long term.

The Aspen Parks Property Fund aims to provide stable, tax advantaged income returns, paid monthly, as well as capital growth over the long term.  The high level of income generated by the Fund is expected to result in consistent overall returns with relatively low volatility.

The Fund currently owns fifteen parks, eight in Western Australia, one in Queensland, two in New South Wales, and one in Victoria, with total assets under management of now $100 million. The fund aims to continue to acquire further tourist park assets with a view of reaching $150 million in assets under management in the next few years.  The Fund aims to hold quality park assets, which provide tax effective income distributions to security holders, as well as the potential for capital growth from active asset management. Security holders who participated in the initial offer of stapled securities are receiving a monthly income distribution equivalent to 10% per annum based on the initial issue price of $1.00 per stapled security.

 



Fee Disclosure
2020 DIRECTINVEST will rebate 2.4% of the 3.0% upfront commission on investments in the Aspen Parks Property Fund as additional units. 2020 DIRECTINVEST will retain 0.6% to cover postage & handling, marketing and administration of the fund. No trailing commission is paid on the Aspen Parks Property Fund.

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