4D Global Infrastructure Fund

November 18th, 2016 Income + GrowthUnlisted

The 4D Global Infrastructure Fund is a vehicle for investing in international listed infrastructure. It was started earlier this year, so unlike the Australian Unity Healthcare Fund which has been running for over a decade, this one is brand new. The fund has a global asset base with 38% allocated to Europe, 24% to North … Continue reading “4D Global Infrastructure Fund”

Healthcare Property Trust

November 18th, 2016 Income + GrowthUnlisted

The Australian Unity Healthcare Property Trust is a little different to many of the other REITs we have profiled over the last few weeks. Structured like a regular REIT, this trust is sectorally focused in healthcare. Currently, it’s closed to new applications, so this is one to keep on your radar as a future opportunity. … Continue reading “Healthcare Property Trust”

Charter Hall Direct Office Fund

November 11th, 2016 Income + GrowthUnlisted

The Charter Hall Direct Office Fund is another unit trust established as a REIT. Charter Hall are a well-known ASX-listed company that manages a number of trusts and funds. The company has a $17 billion portfolio under management. Currently the Direct Office Fund’s valuation is around $840 million and the responsible entity (managers of the … Continue reading “Charter Hall Direct Office Fund”

Rare Infrastructure Value Fund

November 11th, 2016 Income + GrowthUnlisted

Unhedged: APIR TGP0034AU The Rare Infrastructure Value Fund is a unit trust created to invest in global listed infrastructure securities. The fund’s objective is to provide regular and stable income as well as capital growth, with a focus on minimizing the volatility of those returns. It currently holds $971.6 million under management in a total … Continue reading “Rare Infrastructure Value Fund”

Australian Unity Diversified Property Fund ARSN 106 724 038

November 5th, 2016 Income + GrowthUnlisted

The Australian Unity Diversified Property Fund is an unlisted property fund. It is focused on properties owned across Australia in the retail, office and industrial sectors. The fund had total assets of $297.67 million at 30th June 2016. The weighted average lease expiry (WALE) is 3.82 years. The company owns 13 properties with an occupancy … Continue reading “Australian Unity Diversified Property Fund ARSN 106 724 038”

UBS Property and Securities Fund

November 5th, 2016 Income + GrowthUnlisted

The UBS Property and Securities Fund is a registered management investment scheme, structured as a unit trust like many of the other funds we’ve profiled. UBS Global Asset Management has $900 billion under management, located in 24 countries. In Australia, they have around $43 billion under management. The property and securities fund is a relatively … Continue reading “UBS Property and Securities Fund”

Blue Sky Student Accommodation Fund 6

October 28th, 2016 Income + GrowthUnlisted

The Blue Sky Student Accommodation Fund Number 6 is the latest in a string of purpose built student accommodation (PBSA) developments put forward by Blue Sky. As the name would suggest, Blue Sky has other PBSA developments built or under construction. These include facilities in Melbourne, Brisbane and Adelaide. This particular fund supports the building … Continue reading “Blue Sky Student Accommodation Fund 6”

Magellan Infrastructure Fund: MGE0002AU

October 28th, 2016 Income + GrowthUnlisted

The Magellan Infrastructure Fund is an unlisted vehicle for accessing a globally diversified portfolio of listed infrastructure assets. It has two objectives: to achieve attractive risk adjusted returns over the medium to long term and to reduce the risk of permanent capital loss. My interpretation of this is that they are prepared to weather a … Continue reading “Magellan Infrastructure Fund: MGE0002AU”

Infrastructure Partners Investment Fund

October 21st, 2016 Income + GrowthUnlisted

The Infrastructure Partners Investment Fund (IPIF) is a fund that exists as a vehicle to allow non-institutional investors to access investment in infrastructure. Bear in mind, that this fund is targeted at “high net worth individuals” and it means what it says: minimum investment into the fund is $100 000. The fund is open to … Continue reading “Infrastructure Partners Investment Fund”

Blue Sky Water Fund

October 21st, 2016 Income + GrowthUnlisted

The Blue Sky Water Fund is an open ended trust with a diversified portfolio of water entitlements across the Murray Darling basin and beyond. The fund gets right back to basics when it comes to investing: water is the critical component for all agriculture and everybody in a dry country wants it. The fund has … Continue reading “Blue Sky Water Fund”




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