All investment plans
Real estate
Moderate
Version 1

Urban Real Estate Fund

Income-producing commercial and residential property in established urban markets.

Target return

+12.50% p.a.

Target return combines projected rental yield and estimated appreciation. Property valuations are estimates until an asset is sold.

Duration

36 months

Minimum allocation

$2,500.00

Maximum allocation

$1,000,000.00

About this plan

The Urban Real Estate Fund acquires and manages income-producing property in established metropolitan markets. Returns are generated from rental income and, where realized, property appreciation on disposal.

Historical performance

+11.40%

Historical figures are provided for context. Past performance does not guarantee future results.

Terms

Capital is committed for 36 months. Real estate is an illiquid asset class and redemption before maturity is generally not available.

Risk disclosure

Property values and rental income can fall. Real estate investments are illiquid, and you may not be able to access your capital before the end of the term.