Funds
Freehold
Investment
Management

Freehold Australian Property Fund

The Fund is a domestically focused total property solution, investing in a hybrid portfolio comprising a benchmark of 50% to the Freehold A-REITs & Listed Infrastructure Portfolio and 50% to Unlisted Property Funds. 

The listed securities portfolio provides exposure to pure property & infrastructure assets and has minimal development, currency risk and other 'active' earnings. The unlisted portfolio is deployed primarily in institutional grade core assets with some limited exposure to higher returning assets.


  • More than 80% of the aggregate portfolio is core institutional grade real estate and the balance is selected value add and development assets, with average gearing of 30-40%
  • Separate class of units for each major institutional investor group resulting in segregated portfolios and no liquidity crossover
  • Quarterly distributions

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Disclaimer

The offer made in this Information Memorandum is available to persons who qualify as "wholesale clients" within the meaning of section 761G(7) or "sophisticated investors" within the meaning of section 761GA of the Corporations Act 2001 (Cth) ("Corporations Act") and such wholesale clients and sophisticated investors receiving this Information Memorandum in Australia (electronically or otherwise). Applications from non-qualified investors or from outside Australia will generally not be accepted. The offer made in this IM does not constitute an offer in any jurisdiction in which, or to any person to whom it would be unlawful to make such an offer. Investment in the Fund involves special risks. The purchase of Units should be considered only by wholesale clients and sophisticated investors.

Disclaimer

The offer made in this Information Memorandum is available to persons who qualify as "wholesale clients" within the meaning of section 761G(7) or "sophisticated investors" within the meaning of section 761GA of the Corporations Act 2001 (Cth) ("Corporations Act") and such wholesale clients and sophisticated investors receiving this Information Memorandum in Australia (electronically or otherwise). Applications from non-qualified investors or from outside Australia will generally not be accepted. The offer made in this IM does not constitute an offer in any jurisdiction in which, or to any person to whom it would be unlawful to make such an offer. Investment in the Fund involves special risks. The purchase of Units should be considered only by wholesale clients and sophisticated investors.

Disclaimer

The offer made in this Information Memorandum is available to persons who qualify as "wholesale clients" within the meaning of section 761G(7) or "sophisticated investors" within the meaning of section 761GA of the Corporations Act 2001 (Cth) ("Corporations Act") and such wholesale clients and sophisticated investors receiving this Information Memorandum in Australia (electronically or otherwise). Applications from non-qualified investors or from outside Australia will generally not be accepted. The offer made in this IM does not constitute an offer in any jurisdiction in which, or to any person to whom it would be unlawful to make such an offer. Investment in the Fund involves special risks. The purchase of Units should be considered only by wholesale clients and sophisticated investors.