InvestSMART

MPG Seaford Meadows Property Trust - Managed Fund

Fund Objective
The objective of the Trust is to provide Investors with regular tax-advantaged income and the potential for capital growth through an investment in a new neighbourhood shopping centre property.
Fund Strategy
The Trust has a defined exit strategy for Investors at the end of year 7. If an investor wishes to exit before this time, MPG will endeavour to find buyers on your behalf should you wish to sell your interest, however, it is under no obligation to do so. The investment opportunity should only be considered by investors that are comfortable with this lack of liquidity.

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 -% 1.36% 0.91% 1.81% -2.36% 7.66% 7.77% -%
Growth return 0% 0% -1.79% -3.51% -7.3% 2.22% 2.13% -%
Income return -% 1.36% 2.7% 5.32% 4.94% 5.44% 5.64% -%
Market index (S&P/ASX 200 A-REIT TR)
Total return 0.58% 1.83% 12.45% 7.4% 27.85% 16.36% 12.12% 8.23%
As at 31 Mar 2025. 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
94.07%
Australian Equities
4.06%
International Equities
0.13%
Cash
1.74%
Fixed Interest
0%
Alternatives
0%

General Information

Fund Details
Type Description
MPG Seaford Meadows Property Trust (Wholesale)
MPG Funds Management Ltd
MFM0003AU
Unlisted and Direct Property
Not Rated
Investment Fund
20 May 2015
$9.99 million (as at 30 Jun 2017)
n/a
$1.1 (as at 30 Jun 2025)
Closed
Offer information
Type Description
Standard entry fee 2%
MER 0.82% (as at 14 Jul 2025)
Indirect Cost Ratio (ICR) 0.82% (as at 30 Jun 2024)
Performance fee (not included in ICR) 0
Minimum initial investment $50,000
Minimum redemption amount

FAQs about the MPG Seaford Meadows Property Trust

The objective of the MPG Seaford Meadows Property Trust managed fund is The objective of the Trust is to provide Investors with regular tax-advantaged income and the potential for capital growth through an investment in a new neighbourhood shopping centre property.

The strategy of the MPG Seaford Meadows Property Trust managed fund is The Trust has a defined exit strategy for Investors at the end of year 7. If an investor wishes to exit before this time, MPG will endeavour to find buyers on your behalf should you wish to sell your interest, however, it is under no obligation to do so. The investment opportunity should only be considered by investors that are comfortable with this lack of liquidity.

The APIR code of the MPG Seaford Meadows Property Trust managed fund is MFM0003AU.

MPG Seaford Meadows Property Trust’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 31 Mar 2025.

MPG Seaford Meadows Property Trust’s total return for the last three months was 1.36%. This was made up of a growth return of 0% and an income return of 1.36%%. These returns were calculated as at 31 Mar 2025.

MPG Seaford Meadows Property Trust’s one-year total return is 1.81%. This was made up of a growth return of -3.51% and an income return of 5.32%. These returns were calculated as at 31 Mar 2025.

MPG Seaford Meadows Property Trust’s one-year total return is 7.66%. This was made up of a growth return of 2.22% and an income return of 5.44%. These returns were calculated as at 31 Mar 2025.

The asset allocation of the MPG Seaford Meadows Property Trust managed fund is :

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

The Responsible Entity for the MPG Seaford Meadows Property Trust managed fund is MPG Funds Management Ltd.

The MPG Seaford Meadows Property Trust managed fund belongs to the Unlisted and Direct Property sector/asset class.

As at 30 Jun 2017, the size of the MPG Seaford Meadows Property Trust managed fund was $9.99 million.

The MPG Seaford Meadows Property Trust managed fund has an inception date of 20 May 2015.

The current entry price of the MPG Seaford Meadows Property Trust managed fund is $ per unit and the current exit price is $1.1 per unit (as at 30 Jun 2025).

The current exit price of the MPG Seaford Meadows Property Trust managed fund is $1.1 per unit and the current entry price is $ per unit (as at 30 Jun 2025).

The minimum initial investment amount for the MPG Seaford Meadows Property Trust managed fund is $50,000.

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.