Clifford Gardens - Managed Fund

Fund Objective

Actively manage the Property via repositioning, leasing and marketing to optimise its income and value. Acquire and hold the Property to provide investors with a quality, high yielding investment.

Fund Strategy

Actively manage the Property via repositioning, leasing and marketing to optimise its income and value. Acquire and hold the Property to provide investors with a quality, high yielding investment.

Fund Performance Comparison

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Peers

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The performance of the peers is calculated as the total of the performance for each time period for all the funds in the peer group, divided by the number of funds in the peer group.

Fees Comparison

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NOTE: Fee data has been provided by Morningstar, it may not include all costs being charged on your investment such as platform and adviser fees. You should check your fund manager or adviser statements to find out the exact fees you are being charged. Peers are funds that use the same benchmark in the Morningstar database.

Fund performance

	1M	3M	6M	1Y p.a.	2Y p.a.	3Y p.a.	5Y p.a.	10Y p.a.
Total return	-%	0.28%	1.42%	10.35%	5.24%	2.65%	-%	-%
Growth return	0.53%	0.53%	1.92%	6.79%	-0.38%	-3.4%	-%	-%
Income return	-%	-0.25%	-0.5%	3.56%	5.62%	6.05%	-%	-%
Market index (S&P/ASX 200 A-REIT TR)
Total return	1.73%	13.74%	-5.17%	-2.24%	5.55%	11.57%	5.67%	5.73%

As at 31 Mar 2026. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

No asset allocation data available.

Average Allocation of Peers

Property & Infrastructure: 93.02%

Australian Equities: 3.73%

International Equities: 0.13%

Cash: 1.83%

Fixed Interest: 0%

Alternatives: 1.29%

General Information

Fund Details

Type	Description
Fund Name	Clifford Gardens
APIR Code	ELA9784AU
Sector/Asset Class	Unlisted and Direct Property
Morningstar Rating	Not Rated
Legal Structure	Investment Fund
Fund Inception	29 Jun 2021
Fund Size	$76.02 million (as at 31 Dec 2024)
Entry Price	$0.9506 (as at 31 Mar 2026)
Exit Price	$0.9506 (as at 31 Mar 2026)
Fund Status	Open

Offer information

Type	Description
MER	1% (as at 24 Apr 2026)
Indirect Cost Ratio (ICR)	1% (as at 30 Jun 2024)
Minimum initial investment	$25,000

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FAQs about the Clifford Gardens

What is the objective of the Clifford Gardens managed fund?

The objective of the Clifford Gardens managed fund is Actively manage the Property via repositioning, leasing and marketing to optimise its income and value. Acquire and hold the Property to provide investors with a quality, high yielding investment.

What is the strategy for the Clifford Gardens managed fund?

The strategy of the Clifford Gardens managed fund is Actively manage the Property via repositioning, leasing and marketing to optimise its income and value. Acquire and hold the Property to provide investors with a quality, high yielding investment.

What is the APIR code of the Clifford Gardens managed fund?

The APIR code of the Clifford Gardens managed fund is ELA9784AU.

What was Clifford Gardens’s total return last month?

Clifford Gardens’s total return last month was -%. This was made up of a growth return of 0.53% and an income return of -%. These returns were calculated as at 31 Mar 2026.

What was Clifford Gardens’s total return for the last three months?

Clifford Gardens’s total return for the last three months was 0.28%. This was made up of a growth return of 0.53% and an income return of -0.25%%. These returns were calculated as at 31 Mar 2026.

What is Clifford Gardens’s one-year total return?

Clifford Gardens’s one-year total return is 10.35%. This was made up of a growth return of 6.79% and an income return of 3.56%. These returns were calculated as at 31 Mar 2026.

What is Clifford Gardens’s three-year total return?

Clifford Gardens’s one-year total return is 2.65%. This was made up of a growth return of -3.4% and an income return of 6.05%. These returns were calculated as at 31 Mar 2026.

What is the asset allocation of the Clifford Gardens managed fund?

The asset allocation of the Clifford Gardens managed fund is :

Property & Infrastructure: 100%

Australian Equities: 0%

International Equities: 0%

Cash: 0%

Fixed Interest: 0%

Alternatives: 0%

What sector/asset class does the Clifford Gardens managed fund belong to?

The Clifford Gardens managed fund belongs to the Unlisted and Direct Property sector/asset class.

What is the size of the Clifford Gardens managed fund?

As at 31 Dec 2024, the size of the Clifford Gardens managed fund was $76.02 million.

What is the inception date of the Clifford Gardens managed fund?

The Clifford Gardens managed fund has an inception date of 29 Jun 2021.

What is the current entry price of the Clifford Gardens managed fund?

The current entry price of the Clifford Gardens managed fund is $0.9506 per unit and the current exit price is $0.9506 per unit (as at 31 Mar 2026).

What is the current exit price of the Clifford Gardens managed fund?

The current exit price of the Clifford Gardens managed fund is $0.9506 per unit and the current entry price is $0.9506 per unit (as at 31 Mar 2026).

What is the minimum investment amount for the Clifford Gardens managed fund?

The minimum initial investment amount for the Clifford Gardens managed fund is $25,000.

Fund data sourced from Morningstar. Some material is copyright and published under licence from ASX Operations Pty Limited ACN 004 523 782 ("ASXO"). Data and content is provided for personal use only. Whilst every care has been taken in producing these numbers, neither Morningstar nor InvestSMART can make any guarantees around the complete accuracy of these figures. Should you decide to change investments, please read all relevant disclosure documents including the Product Disclosure Statements and if required, you may consider speaking to a financial professional for further guidance. A tax event may be realised as a result of switching investments. Past performance is not a reliable indicator of future performance.

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