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| Rebate Offer |
4.4% (100%*) |
| Minimum Initial Investment |
$10,000 |
| Expected Close Date |
Ongoing |
| Description |
The Residential Property Trust of Australia provides investors with access to assets in Australia's residential property markets with capital growth potential. |
| Product Disclosure Statement |  | Download Product Disclosure Statement (PDS) |  | Request Product Disclosure Statement (PDS) |
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The Residential Property Trust of Australia is a growth-focused trust aiming for long term gains by investing in established residential property assets selected for their capital growth potential. The responsible entity of the Trust is Fortuna Funds Management Limited, a boutique fund manager - part owned by St George Bank's Ascalon Capital Managers Limited - that specialises in residential property investment.
Fortuna Funds Management seeks to invest in different geographic markets throughout Australia with a view to maximising diversity and returns for unit holders. Properties held are typically located in inner suburban areas (within 5 to 8 kilometres of some of Australia's capital city central business districts) as well as in inner city and beachside suburbs which have historically shown high levels of demand and limited supply based on geographic factors. Other key factors assessed include scarcity, planned infrastructure, planned redevelopment and socio-economic trends. Due to land value the Trust invests mainly in houses, but may also hold some apartments.
The investment model for the Residential Property Trust of Australia comprises of four key principles:
- Selection - Examining all the aspects of successful investment property selection.
- Consistency - Adhering to established investment criteria.
- Independence - Remaining independent from property promoters and developers and purchasing directly where possible.
- Knowledge - Understanding and focusing on the long term benefits of residential property investment.
| Fee Disclosure | | *2020 DIRECTINVEST will rebate 100% of the 4.4% (incl GST) entry fee we receive on investments in the Residential Property Trust of Australia as additional units. Please note that a total contribution fee of 5.5% is charged on investments in this fund with 1.1% retained by the fund manager. 2020 DIRECTINVEST may receive a trailing commission of up to 0.44% 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) | | Property Trust of Australia Aegis Research Report |
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| Entry Fees | Entry fees are optional. Are you paying entry fees on existing managed funds? more info
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