Investment objectives

• Provide a high level of distributable income by achieving a gross annual income yield (before management fees and expenses) that is equivalent to at least 110% of the average yield of the S&P/ASX200 Property Trusts Dividend Yield series;
• Have a tax advantaged income component of distributed income;
• Provide a level of capital growth which at least matches increases in CPI over a 5-7 year time horizon; and
• Provide lower than market volatility.

Benefits

• Access to a diversified portfolio of premium quality listed property securities which offer relatively higher yields and lower volatility.
• Unlike many property securities funds which invest significantly on the basis of index weighting, APN determines the relative value of each property security.
• Disciplined investment strategy designed to reduce both market and specific risk.
• Monthly distributions.

This fund is suited to:

• Investors seeking consistent and high levels of income
• Investors seeking tax effective income
• SMSFs - Ideal for investors managing their own retirement
• Investors wanting access to a diversified portfolio of quality AREITs