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Residential Property Trust of Australia - Managed Fund

Fund Objective
The investment objective of the Trust is to aim to provide Unitholders with long-term capital growth. The Trust seeks to achieve this by:  investing predominantly in established residential properties that provide an income return and long term prospects for capital appreciation; and  utilising a level of borrowings (capped at 60% of the Gross Asset Value of the Trust) to enhance returns.
Fund Strategy
The residential property Trust of Australia invests in a geographically diversified protfolio of established residential property. Utilising a buy and hold strategy, trust returns are enhanced by a level of borrowing of up to 60% of the gross asset value. Property location will focus on the inner suburban and coastal areas of australia's capital cities, within 5 - 8km of the CBD.

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 -% -% -% -% -% -% -% -%
Growth return -% -% -% -% -% -% -% -%
Income return -% -% -% -% -% -% -% -%
Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Residential Property Trust of Australia
Cash
10%
Property
90%

General Information

Fund Details
Type Description
Residential Property Trust of Australia
FFM0001AU
Not Rated
Investment Fund
n/a
n/a
$1
$1
Open
Offer information
Type Description
Standard entry fee 5.50%
MER 2.27%
Minimum initial investment $10,000.00
Minimum additional investments $1,000.00
Savings plan comments Applications for units in the Residential Property Trust of Australia can be made via the application form in the Product Disclosure Statement
Redemption comments Redemptions can be made by direct request to Fortuna Funds Management Ltd in writing. Under the trust redemption policy, redemptions are payable within 90 day of receipt of the redemption request.

FAQs about the Residential Property Trust of Australia

The objective of the Residential Property Trust of Australia managed fund is The%20investment%20objective%20of%20the%20Trust%20is%20to%20aim%20to%20provide%0D%0AUnitholders%20with%20long-term%20capital%20growth.%0D%0A%0D%0AThe%20Trust%20seeks%20to%20achieve%20this%20by%3A%0D%0A%0D%0A%02%20investing%20predominantly%20in%20established%20residential%0D%0Aproperties%20that%20provide%20an%20income%20return%20and%20long%20term%0D%0Aprospects%20for%20capital%20appreciation%3B%20and%0D%0A%0D%0A%02%20utilising%20a%20level%20of%20borrowings%20%28capped%20at%2060%25%20of%20the%0D%0AGross%20Asset%20Value%20of%20the%20Trust%29%20to%20enhance%20returns.

The strategy of the Residential Property Trust of Australia managed fund is The%20residential%20property%20Trust%20of%20Australia%20invests%20in%20a%20geographically%20diversified%20protfolio%20of%20established%20residential%20property.%20Utilising%20a%20buy%20and%20hold%20strategy%2C%20trust%20returns%20are%20enhanced%20by%20a%20level%20of%20borrowing%20of%20up%20to%2060%25%20of%20the%20gross%20asset%20value.%0D%0A%0D%0AProperty%20location%20will%20focus%20on%20the%20inner%20suburban%20and%20coastal%20areas%20of%20australia%27s%20capital%20cities%2C%20within%205%20-%208km%20of%20the%20CBD.

The APIR code of the Residential Property Trust of Australia managed fund is FFM0001AU.

Residential Property Trust of Australia’s total return last month was -%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at .

Residential Property Trust of Australia’s total return for the last three months was -%. This was made up of a growth return of -% and an income return of -%%. These returns were calculated as at .

Residential Property Trust of Australia’s one-year total return is -%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at .

Residential Property Trust of Australia’s one-year total return is -%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at .

The asset allocation of the Residential Property Trust of Australia managed fund is :

Cash
10%
Property
90%

As at , the size of the Residential Property Trust of Australia managed fund was $ million.

The Residential Property Trust of Australia managed fund has an inception date of .

The current entry price of the Residential Property Trust of Australia managed fund is $1 per unit and the current exit price is $1 per unit (as at ).

The current exit price of the Residential Property Trust of Australia managed fund is $1 per unit and the current entry price is $1 per unit (as at ).

The minimum initial investment amount for the Residential Property Trust of Australia managed fund is $10,000. Minimum additional investment is $1000.