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| Rebate Offer |
3.0% (75%) |
| Minimum Initial Investment |
$10,000 |
| Expected Close Date |
Ongoing |
| Description |
This offer reopens Fund No 21 and gives you the opportunity to benfit from monthly tax-advantaged distributions derived from assets specifically chosen for their capital growth potential. |
| Product Disclosure Statement |  | Download Product Disclosure Statement (PDS) |  | Request Product Disclosure Statement (PDS) |
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The Opus Income & Capital Fund No 21 - Offer No 2
Investors are invited to subscribe for units in the Opus Income & Capital Fund No 21 thereby joining the existing investors, who currently hold units in the fund.
The opportunity exists to invest in a portfolio of complimentary assets benefiting from well considered diversification, achieved through various geographic locations, property sector types and a range of tenants, including government, national and local businesses with a diverse lease expiry profile.
The foundation asset of the Fund is Zurich House located at the Gold Coast. Only assets that satisfy the Opus Investment Criteria including the potential to sustain the Minimum Targeted Distribution of 8.75 cents per Unit and also have potential for capital growth will be included.
Opus Capital has a history of identifying and evaluating property investment opportunities, with a portfolio of development assets, together with passive holdings of office, industrial and retail property, in excess of $450 million.
The Opus Income & Capital Fund No 21 - Offer No 2 structure incorporates the same standards of investment selection as other Opus Property Trusts. The Opus Investment Committee will regulate asset selection activities to ensure they are compliant with the Opus Investment Philosophy and Fund Strategy.
Stringent asset management processes underpin the performance of assets. Systems designed by Opus Capital provide quality management information necessary to monitor the performance of assets against benchmarks.
The fee structure of the Fund fosters active management and aligns our management objectives with your best interests. This alignment is essential for a fund focused on capital preservation and growth as well as income generation.
Our geographic bias will be toward capital and regional cities along the eastern seaboard of Australia. The focus will be on a clear understanding of local economy drivers and the potential for a local to leverage value from capital infrastructure investment by government or the private sector.
| Fee Disclosure | | 2020 DIRECTINVEST will rebate 75% of the 4.0% upfront commission on investments in the Opus Income & Capital Fund No 21 in the form of a cheque. 2020 DIRECTINVEST will retain 1.0% to cover the costs of marketing, postage & handling and administration of this fund. No trailing commission is paid on the Opus Income & Capital Fund No 21. |
| Download Product Disclosure Statement (PDS) | | Request Product Disclosure Statement (PDS) | | Product Summary |
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