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Fund facts

Unit Trust

Investment objective The objective of the Fund is to provide income and long term capital growth.
Minimum suggested timeframe
Distribution frequency Quarterly
Minimum investment A$ 10,000 - M unit class
Risk level (1 - 7) 4. Medium
Benchmark S&P/ASX 200 A-REIT Accumulation Index AUD

The Fund's risk level is based on the estimated number of negative annual returns for the Fund over any 20 year period and is not a complete assessment of the risks of investing in the Fund. For instance it does not detail what the size of a negative return could be or the potential for a positive return to be less than an investor may require to meet their objectives. Consequently, before choosing to invest or reinvest in the Fund, you should read the Fund's PDS and incorporated information and consider factors such as the likely investment return, the risks of investing and your investment time frame. Information about the methodology used for calculating the risk level is available here.

How to invest

Unit Trust

2
Getting started online

Supporting material
3
Complete the application

Apply onlineDownload form

Issuer and responsible entity: National Mutual Funds Management Ltd ABN 32 006 787 720, AFSL 234652 (NMFM). National Mutual Funds Management Ltd is a member of the AMP Group which includes AMP Capital Investors Limited ABN 59 001 777 591, AFSL 232497 ("AMP Capital", "we" or "us").

About the PDS:

You will find the following offer documents for this fund:

  • PDS
  • Incorporated information (the information incorporated by reference in the PDS, and which forms part of the PDS)

Before making a decision about investing or reinvesting, you should read both documents. These documents can also be obtained by contacting us on 1800 188 013.