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| Rebate Offer |
4.0% (100%) |
| Minimum Initial Investment |
$1,000 |
| Expected Close Date |
Ongoing |
| Description |
The Australian Unity Healthcare Property Trust aims to provide investors with regular income, plus the opportunity for long-term capital growth. |
| Product Disclosure Statement |  | Download Product Disclosure Statement (PDS) |  | Request Product Disclosure Statement (PDS) |
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The Australian Unity Healthcare Property Trust brings together the Australian Unity Group's understanding of the healthcare sector as well as the investment management expertise and experience of its property team.
Healthcare property investment is the ownership of the physical infrastructure supporting the healthcare system including the land, bricks and mortar of hospitals, medical clinics, nursing homes, day surgeries, consulting rooms, rehabilitation units, radiology and pathology centres.
The Fund primarily invests in a diversified portfolio of healthcare property and related assets. The Fund may invest in Australian healthcare-related direct property, managed funds (such as unlisted and listed property trusts and syndicates) or companies that predominantly hold healthcare property and related assets. The Fund may also invest in international healthcare-related direct property, and managed funds(such as listed property trusts or real estate investment trusts) that predominantly hold healthcare property and related assets, in countries with healthcare systems and property markets with attributes similar to Australia.
| Australian Unity Healthcare Property Trust |
Performance as at 30 June 2009*
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1 yr p.a.
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3 yr p.a.
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5 yr p.a.
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Since Inception
(30 June 1999)
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5.75%
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13.02%
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15.81%
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12.80% |
Some advantages that may flow from investing in the Fund include:
- Quarterly income distributions
- Access to a professional and experienced property fund manager
- Access to investment opportunities in healthcare properties that may not otherwise be available to individuals
- Stable and predictable income returns as well as comparative security of capital relative to other investment alternatives such as shares
- Ability to obtain tax deferred income
- Ability to diversify a portfolio -'hedging' more volatile investments.
The Australian Unity Healthcare Property Trust is suitable for investors who may wish to access an investment in a portfolio of leading Australian hospitals, medical centres and day surgeries and will invest in the fund for at least five years.
The Healthcare Property Trust was the first fund of its kind to invest exclusively in hospitals and medical centres when it was launched in June 1990. At inception the Healthcare Property Trust consisted of just five properties in Victoria and South Australia, with approximately $70 million in funds under management.
Ten years on, the Healthcare Property Trust now has over $400 million funds under management and consists of 21 properties across four states. Today the Healthcare Property Trust remains the largest fund of its kind and it continues to provide investors with significant growth and an impressive level of consistent income.
*Returns are calculated after fees and expenses and assume the reinvestment of distributions. Past performance is not a reliable indicator of future performance as returns may vary.
| Fee Disclosure | | 2020 DIRECTINVEST will rebate 100% of the 4.1% entry fee on investments in the Australian Unity Healthcare Property Trust as additional units. 2020 DIRECTINVEST may receive a trailing commission of up to 0.40% pa. This trailing commission is paid by the fund manager and is NOT an additional charge to the investor. |
| Download Product Disclosure Statement (PDS) | | Request Product Disclosure Statement (PDS) | | Fact Sheet | | Property Profiles | | Trust Update | | Annual Report |
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