West Lakes Opportunity Trust - Managed Fund

Fund Objective

The trust is a single-asset unlisted direct property investment vehicle focused on the acquisition, active asset repositioning, tenant remixing, and proactive leasing management of commercial real estate holdings located in the West Lakes precinct, South Australia.

Fund Strategy

Fund Performance Comparison

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Peers

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The performance of the peers is calculated as the total of the performance for each time period for all the funds in the peer group, divided by the number of funds in the peer group.

Fees Comparison

% p.a.

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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.

Fund performance

	1M	3M	6M	1Y p.a.	2Y p.a.	3Y p.a.	5Y p.a.	10Y p.a.
Total return	-%	5.35%	8.98%	17.67%	-%	-%	-%	-%
Growth return	2.77%	2.77%	5.9%	21.78%	-%	-%	-%	-%
Income return	-%	2.58%	3.08%	-4.11%	-%	-%	-%	-%
Market index (S&P/ASX 200 A-REIT TR)
Total return	-6.67%	-5.12%	-5.81%	-15.5%	-1.64%	6.85%	2.89%	4.74%

As at 30 Jun 2026. 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: 93.09%

Australian Equities: 3.68%

International Equities: 0.12%

Cash: 1.83%

Fixed Interest: 0%

Alternatives: 1.27%

General Information

Fund Details

Type	Description
Fund Name	West Lakes Opportunity Trust
APIR Code	BJT0980AU
Sector/Asset Class	Unlisted and Direct Property
Morningstar Rating	Not Rated
Legal Structure	Investment Fund
Fund Inception	13 Sep 2024
Fund Size	n/a
Entry Price	$1.2777 (as at 30 Jun 2026)
Exit Price	$1.2777 (as at 30 Jun 2026)
Fund Status	Closed

Offer information

Type	Description
MER	0% (as at 16 Aug 2024)
Minimum initial investment	$100,000

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FAQs about the West Lakes Opportunity Trust

What is the objective of the West Lakes Opportunity Trust managed fund?

The objective of the West Lakes Opportunity Trust managed fund is The trust is a single-asset unlisted direct property investment vehicle focused on the acquisition, active asset repositioning, tenant remixing, and proactive leasing management of commercial real estate holdings located in the West Lakes precinct, South Australia.

What is the strategy for the West Lakes Opportunity Trust managed fund?

The strategy of the West Lakes Opportunity Trust managed fund is The trust is a single-asset unlisted direct property investment vehicle focused on the acquisition, active asset repositioning, tenant remixing, and proactive leasing management of commercial real estate holdings located in the West Lakes precinct, South Australia.

What is the APIR code of the West Lakes Opportunity Trust managed fund?

The APIR code of the West Lakes Opportunity Trust managed fund is BJT0980AU.

What was West Lakes Opportunity Trust’s total return last month?

West Lakes Opportunity Trust’s total return last month was -%. This was made up of a growth return of 2.77% and an income return of -%. These returns were calculated as at 30 Jun 2026.

What was West Lakes Opportunity Trust’s total return for the last three months?

West Lakes Opportunity Trust’s total return for the last three months was 5.35%. This was made up of a growth return of 2.77% and an income return of 2.58%%. These returns were calculated as at 30 Jun 2026.

What is West Lakes Opportunity Trust’s one-year total return?

West Lakes Opportunity Trust’s one-year total return is 17.67%. This was made up of a growth return of 21.78% and an income return of -4.11%. These returns were calculated as at 30 Jun 2026.

What is West Lakes Opportunity Trust’s three-year total return?

West Lakes Opportunity Trust’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 30 Jun 2026.

What is the asset allocation of the West Lakes Opportunity Trust managed fund?

The asset allocation of the West Lakes Opportunity Trust 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 West Lakes Opportunity Trust managed fund belong to?

The West Lakes Opportunity Trust managed fund belongs to the Unlisted and Direct Property sector/asset class.

What is the size of the West Lakes Opportunity Trust managed fund?

As at , the size of the West Lakes Opportunity Trust managed fund was $ million.

What is the inception date of the West Lakes Opportunity Trust managed fund?

The West Lakes Opportunity Trust managed fund has an inception date of 13 Sep 2024.

What is the current entry price of the West Lakes Opportunity Trust managed fund?

The current entry price of the West Lakes Opportunity Trust managed fund is $1.2777 per unit and the current exit price is $1.2777 per unit (as at 30 Jun 2026).

What is the current exit price of the West Lakes Opportunity Trust managed fund?

The current exit price of the West Lakes Opportunity Trust managed fund is $1.2777 per unit and the current entry price is $1.2777 per unit (as at 30 Jun 2026).

What is the minimum investment amount for the West Lakes Opportunity Trust managed fund?

The minimum initial investment amount for the West Lakes Opportunity Trust managed fund is $100,000.

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.

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