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Unit pricing: The price at which units are issued is calculated by reference to Unit Pricing policy.

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From 1 July 2017, if you are a member in a Transition to Retirement pension, the performance and unit prices in the Superannuation options will apply to you. For historical prices refer to the Account Based Pension investment options.

Property/real estate

Returns (% P.A.)
1yr
3yr
5yr
10yr
As at
Current Unit Price
Entry
Exit
As at
 

The Trust Company Property Securities Fund Fund

Investments

 
 
 
 
Trust Company Investment Funds
11.00
9.92
9.41
--
29/02/20
0.856
0.855
09/04/20

Investments Investment via Trust Company Investment Funds

Investment Objective

The Fund seeks to provide investors with a diversified exposure to predominantly Australian listed property securities, with the aim of delivering a consistent income stream and the potential for capital growth over the long term. The Fund's benchmark is the S&P/ASX 200 A-REIT Total Return Index (listed property securities).

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Implemented Real Estate Portfolio Fund

Investments

 
 
 
 
Perpetual Select Investment Funds
13.06
10.16
8.69
--
29/02/20
1.476
1.471
31/03/20

Investments Investment via Perpetual Select Investment Funds

Investment Objective

To provide investors with income and long-term capital growth through investment in a diversified portfolio of Australian and international real estate investment trusts and unlisted property trusts

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Real Estate Fund Fund

Investments

 
 
 
 
Perpetual Select Investment Funds
11.59
8.73
7.27
11.01
29/02/20
0.870
0.867
31/03/20

Investments Investment via Perpetual Select Investment Funds

Investment Objective

Provide investors with income and long-term capital growth through investment in a diversified portfolio of Australian listed property trusts, international real estate investment trusts and unlisted property trusts. - outperform (before fees and tax), over rolling three-year periods, a composite benchmark reflecting the Fund's target allocation at any time to various asset types.

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Real Estate Investment Option Fund

Superannuation

 
 
 
 
Perpetual Select Super Plan
10.38
7.81
6.38
8.83
29/02/20
31.221
31.096
31/03/20

Superannuation Investment via Perpetual Select Super Plan

Investment Objective

Aims to: - provide members with income and long-term growth through investment in a diversified portfolio of Australian and international real estate investment trusts and unlisted property trusts. - outperform (before fees and after tax), over rolling three-year periods, a composite benchmark reflecting the underlying fund's target allocation at any time to the various asset types. Refer to PDS for more information.

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Real Estate Option Fund

Retirement

 
 
 
 
Perpetual Select Account Based Pension Plan
11.19
8.53
7.09
10.81
29/02/20
37.747
37.596
31/03/20

Retirement Investment via Perpetual Select Account Based Pension Plan

Investment Objective

Aims to: - provide members with income and long-term growth through investment in a diversified portfolio of Australian and international real estate investment trusts and unlisted property trusts - outperform (before fees and after tax), over rolling three-year periods, a composite benchmark reflecting the underlying fund's target allocation at any time to the various asset types. Refer tp PDS for more information.

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Perpetual Select Term Allocated Pension Plan
11.19
8.53
7.09
10.81
29/02/20
37.747
37.596
31/03/20

Retirement Investment via Perpetual Select Term Allocated Pension Plan

Investment Objective

Aims to: - provide members with income and long-term growth through investment in a diversified portfolio of Australian and international real estate investment trusts and unlisted property trusts - outperform (before fees and after tax), over rolling three-year periods, a composite benchmark reflecting the underlying fund's target allocation at any time to the various asset types. Refer to PDS for more information.

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This is general information only and is not intended to provide you with financial advice or take into account your objectives, financial situation or needs. You should consider, with a financial adviser, whether the information is suitable for your circumstances. To the extent permitted by law, no liability is accepted for any loss or damage as a result of any reliance on this information.

* This is a guide only and not a recommendation. The investment timeframes are provided by each of the relevant investment managers, which is why they may differ between similar funds managed by different investment managers. You should discuss your investment in the fund(s) with your financial adviser to ensure that it meets your needs.

All figures and amounts displayed on this website are in Australian dollars. All unit prices are historical figures based on our most recent valuations. As pricing frequencies and valuation methodologies differ for the various types of assets, the unit prices shown may not be current and, therefore, you shouldn’t rely on them as the basis for trading investments in your account.

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