Ovest Industrial No. 2 - Managed Fund
Fund Objective
The Fund will predominantly generate rental income through a “develop to own” strategy through the acquisition of vacant land which is zoned for industrial development, as well as acquiring fully completed industrial assets.Fund Strategy
The Fund will predominantly generate rental income through a “develop to own” strategy through the acquisition of vacant land which is zoned for industrial development, as well as acquiring fully completed industrial assets.
Fund performance
| 1M | 3M | 6M | 1Y p.a. | 2Y p.a. | 3Y p.a. | 5Y p.a. | 10Y p.a. | |
| Total return | -0.1% | 2.53% | 2.67% | 33.99% | 15.21% | 16.18% | -% | -% |
| Growth return | 0.07% | 3.04% | 3.69% | 34.3% | 14.15% | 14.94% | -% | -% |
| Income return | -0.17% | -0.51% | -1.02% | -0.31% | 1.06% | 1.24% | -% | -% |
|
Market index (S&P/ASX 200 A-REIT TR)
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| Total return | -1.76% | -8.38% | 4.21% | -14.34% | -5.57% | 9.44% | 2.98% | 5.02% |
Asset Allocation
No asset allocation data available.
Average Allocation of Peers
- Property & Infrastructure
- 92.70%
- Australian Equities
- 4.10%
- International Equities
- 0.12%
- Cash
- 1.80%
- Fixed Interest
- 0%
- Alternatives
- 1.27%
General Information
Fund Details
| Type | Description |
| Ovest Industrial No. 2 | |
| RSM8778AU | |
| Unlisted and Direct Property | |
| Not Rated | |
| Investment Fund | |
| 21 Dec 2021 | |
| $95.74 million (as at 31 Aug 2026) | |
| $1.5506 (as at 31 Aug 2026) | |
| $1.5506 (as at 31 Aug 2026) | |
| Open |
Offer information
| Type | Description |
| MER | 2% (as at 20 May 2025) |
| Minimum initial investment | $100,000 |
| Minimum additional investments | $50,000 |
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FAQs about the Ovest Industrial No. 2
What is the objective of the Ovest Industrial No. 2 managed fund?
The objective of the Ovest Industrial No. 2 managed fund is The Fund will predominantly generate rental income through a “develop to own” strategy through the acquisition of vacant land which is zoned for industrial development, as well as acquiring fully completed industrial assets.
What is the strategy for the Ovest Industrial No. 2 managed fund?
The strategy of the Ovest Industrial No. 2 managed fund is The Fund will predominantly generate rental income through a “develop to own” strategy through the acquisition of vacant land which is zoned for industrial development, as well as acquiring fully completed industrial assets.
What is the APIR code of the Ovest Industrial No. 2 managed fund?
The APIR code of the Ovest Industrial No. 2 managed fund is RSM8778AU.
What was Ovest Industrial No. 2’s total return last month?
Ovest Industrial No. 2’s total return last month was -0.1%. This was made up of a growth return of 0.07% and an income return of -0.17%. These returns were calculated as at 31 Aug 2026.
What was Ovest Industrial No. 2’s total return for the last three months?
Ovest Industrial No. 2’s total return for the last three months was 2.53%. This was made up of a growth return of 3.04% and an income return of -0.51%%. These returns were calculated as at 31 Aug 2026.
What is Ovest Industrial No. 2’s one-year total return?
Ovest Industrial No. 2’s one-year total return is 33.99%. This was made up of a growth return of 34.3% and an income return of -0.31%. These returns were calculated as at 31 Aug 2026.
What is Ovest Industrial No. 2’s three-year total return?
Ovest Industrial No. 2’s one-year total return is 16.18%. This was made up of a growth return of 14.94% and an income return of 1.24%. These returns were calculated as at 31 Aug 2026.
What is the asset allocation of the Ovest Industrial No. 2 managed fund?
The asset allocation of the Ovest Industrial No. 2 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 Ovest Industrial No. 2 managed fund belong to?
The Ovest Industrial No. 2 managed fund belongs to the Unlisted and Direct Property sector/asset class.
What is the size of the Ovest Industrial No. 2 managed fund?
As at 31 Aug 2026, the size of the Ovest Industrial No. 2 managed fund was $95.74 million.
What is the inception date of the Ovest Industrial No. 2 managed fund?
The Ovest Industrial No. 2 managed fund has an inception date of 21 Dec 2021.
What is the current entry price of the Ovest Industrial No. 2 managed fund?
The current entry price of the Ovest Industrial No. 2 managed fund is $1.5506 per unit and the current exit price is $1.5506 per unit (as at 31 Aug 2026).
What is the current exit price of the Ovest Industrial No. 2 managed fund?
The current exit price of the Ovest Industrial No. 2 managed fund is $1.5506 per unit and the current entry price is $1.5506 per unit (as at 31 Aug 2026).
What is the minimum investment amount for the Ovest Industrial No. 2 managed fund?
The minimum initial investment amount for the Ovest Industrial No. 2 managed fund is $100,000. Minimum additional investment is $50000.
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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