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  5. Forza Browning Street - Managed fund profile

Forza Browning Street - Managed Fund

Fund Objective
To generate rental income and ensure that building occupancy is maintained whilst investigating opportunities to improve the asset.
Fund Strategy
Conclude leasing transactions to shore up short term lease expiries whilst managing existing leases to maintain Property value and increase rent where possible, Undertake NABERS upgrade and manage capital expenditure to enhance asset quality.

Fund Performance Comparison

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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.
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Fund performance

  1M 3M 6M 1Y p.a. 2Y p.a. 3Y p.a. 5Y p.a. 10Y p.a.
Total return -% 1.08% -15.31% -15.28% -7.08% -3.25% -% -%
Growth return 0% 0% -16.22% -16.22% -7.63% -3.66% -% -%
Income return -% 1.08% 0.91% 0.94% 0.55% 0.41% -% -%
Market index (S&P/ASX 200 A-REIT TR)
Total return -7.78% 6.27% 33.26% 19.61% 3.81% 7.44% 5.28% 9.02%
As at 30 Sep 2023. 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
94.16%
Australian Equities
3.85%
International Equities
0.36%
Cash
1.61%
Fixed Interest
0.01%
Alternatives
0.01%

General Information

Fund Details
Type Description
Forza Browning Street
FOR0001AU
Unlisted and Direct Property
Not Rated
Investment Fund
1 Oct 2019
n/a
$0.93 (as at 30 Sep 2023)
$0.93 (as at 30 Sep 2023)
Open
Offer information
Type Description
Indirect Cost Ratio (ICR) 0% (as at 30 Jun 2022)
Performance fee (not included in ICR) 0

FAQs about the Forza Browning Street

The objective of the Forza Browning Street managed fund is To generate rental income and ensure that building occupancy is maintained whilst investigating opportunities to improve the asset.

The strategy of the Forza Browning Street managed fund is Conclude leasing transactions to shore up short term lease expiries whilst managing existing leases to maintain Property value and increase rent where possible, Undertake NABERS upgrade and manage capital expenditure to enhance asset quality.

The APIR code of the Forza Browning Street managed fund is FOR0001AU.

Forza Browning Street’s total return last month was -%. This was made up of a growth return of 0% and an income return of -%. These returns were calculated as at 30 Sep 2023.

Forza Browning Street’s total return for the last three months was 1.08%. This was made up of a growth return of 0% and an income return of 1.08%%. These returns were calculated as at 30 Sep 2023.

Forza Browning Street’s one-year total return is -15.28%. This was made up of a growth return of -16.22% and an income return of 0.94%. These returns were calculated as at 30 Sep 2023.

Forza Browning Street’s one-year total return is -3.25%. This was made up of a growth return of -3.66% and an income return of 0.41%. These returns were calculated as at 30 Sep 2023.

The asset allocation of the Forza Browning Street managed fund is :

Property
100%
Australian Equities
0%
International Equities
0%
Cash
0%
Fixed Interest
0%
Alternatives
0%

The Forza Browning Street managed fund belongs to the Unlisted and Direct Property sector/asset class.

As at , the size of the Forza Browning Street managed fund was $ million.

The Forza Browning Street managed fund has an inception date of 1 Oct 2019.

The current entry price of the Forza Browning Street managed fund is $0.93 per unit and the current exit price is $0.93 per unit (as at 30 Sep 2023).

The current exit price of the Forza Browning Street managed fund is $0.93 per unit and the current entry price is $0.93 per unit (as at 30 Sep 2023).

The minimum initial investment amount for the Forza Browning Street managed fund is $.

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.