InvestSMART

Riverside Plaza Syndicate - Managed Fund

Fund Objective
Riverside Plaza's town centre location and non-core land is central to the Repositioning Strategy allowing the Syndicate to realise significant value from: - Repositioning the former DDS tenancy for non- discretionary uses (including a new health precinct) - Realising the non-core North Car Park land value given it's flexible and favourable planning controls for alternative uses and increased density
Fund Strategy
The Syndicate is an unregistered managed investment scheme with a strategy to: - Acquire and hold the Property to provide investors with a quality, high yielding property investment - Actively asset manage the Property via repositioning, leasing, tenant remixing and marketing to optimise its income and value - Improve the value of the Centre through the execution of the Repositioning Strategy

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 -% -15.66% -16.54% -29.43% -24.79% -4.18% -% -%
Growth return -16.67% -16.67% -18.37% -32.2% -27.69% -8.67% -% -%
Income return -% 1.01% 1.83% 2.77% 2.9% 4.49% -% -%
Market index (S&P/ASX 200 A-REIT TR)
Total return -3.1% 4.56% 18.9% 4.1% 23.7% 19.85% 11.91% 8.69%
As at 30 Jun 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
93.14%
Australian Equities
4.28%
International Equities
0.22%
Cash
2.34%
Fixed Interest
0.01%
Alternatives
0.01%

General Information

Fund Details
Type Description
Riverside Plaza Syndicate
ELA6073AU
Unlisted and Direct Property
Not Rated
Investment Fund
23 Sep 2020
n/a
n/a
$0.8 (as at 30 Jun 2025)
Closed
Offer information
Type Description
MER 1% (as at 24 Oct 2023)
Indirect Cost Ratio (ICR) 1% (as at 30 Jun 2024)
Performance fee (not included in ICR) Not Available
Minimum initial investment $25,000

FAQs about the Riverside Plaza Syndicate

The objective of the Riverside Plaza Syndicate managed fund is Riverside Plaza's town centre location and non-core land is central to the Repositioning Strategy allowing the Syndicate to realise significant value from: - Repositioning the former DDS tenancy for non- discretionary uses (including a new health precinct) - Realising the non-core North Car Park land value given it's flexible and favourable planning controls for alternative uses and increased density

The strategy of the Riverside Plaza Syndicate managed fund is The Syndicate is an unregistered managed investment scheme with a strategy to: - Acquire and hold the Property to provide investors with a quality, high yielding property investment - Actively asset manage the Property via repositioning, leasing, tenant remixing and marketing to optimise its income and value - Improve the value of the Centre through the execution of the Repositioning Strategy

The APIR code of the Riverside Plaza Syndicate managed fund is ELA6073AU.

Riverside Plaza Syndicate’s total return last month was -%. This was made up of a growth return of -16.67% and an income return of -%. These returns were calculated as at 30 Jun 2025.

Riverside Plaza Syndicate’s total return for the last three months was -15.66%. This was made up of a growth return of -16.67% and an income return of 1.01%%. These returns were calculated as at 30 Jun 2025.

Riverside Plaza Syndicate’s one-year total return is -29.43%. This was made up of a growth return of -32.2% and an income return of 2.77%. These returns were calculated as at 30 Jun 2025.

Riverside Plaza Syndicate’s one-year total return is -4.18%. This was made up of a growth return of -8.67% and an income return of 4.49%. These returns were calculated as at 30 Jun 2025.

The asset allocation of the Riverside Plaza Syndicate managed fund is :

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

The Riverside Plaza Syndicate managed fund belongs to the Unlisted and Direct Property sector/asset class.

As at , the size of the Riverside Plaza Syndicate managed fund was $ million.

The Riverside Plaza Syndicate managed fund has an inception date of 23 Sep 2020.

The current entry price of the Riverside Plaza Syndicate managed fund is $ per unit and the current exit price is $0.8 per unit (as at 30 Jun 2025).

The current exit price of the Riverside Plaza Syndicate managed fund is $0.8 per unit and the current entry price is $ per unit (as at 30 Jun 2025).

The minimum initial investment amount for the Riverside Plaza Syndicate 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.