High quality diversified portfolio
By investing in the Wholesale Australian Property Fund you will have access to a diversified portfolio of high quality properties across the industrial, office and retail sectors. The Fund’s 17 assets located in Sydney, Melbourne, Brisbane and Canberra, are valued at over $960 million**
Cashflow of the Fund is underpinned by over 100 tenancies, with an occupancy rate across the portfolio of 97%^.
^ As at 31 December 2015
Direct property fund manager of the year
AMP Capital has been named winner of the Zenith / Professional Planner Direct Property Fund Manager of the Year award for 2015.
With over A$18.6 billion* in property assets under management over a range of property sectors including office, industrial and retail, AMP Capital has a strong track record in direct property investment which can be traced back over 50 years.
“The awards are recognised as an assessment of excellence in the retail managed funds industry. This achievement which reflects the high quality of our investment process and management of the Wholesale Australian Property Fund,” said Chris Judd, Head of Property Management, AMP Capital.
*As at 31st December 2014
National Mutual Funds Management Ltd. (ABN 32 006 787 720, AFSL 234652) (NMFM) is the responsible entity of the Wholesale Australian Property Fund and the issuer of the units in the Fund. To invest in the Fund, investors will need to obtain the current Product Disclosure Statement (PDS) from AMP Capital Investors Limited (ABN 59 001 777 591, AFSL 232 497) (AMP Capital). The PDS contains important information about investing in the Fund and it is important that investors read the PDS before making a decision about whether to acquire, or continue to hold or dispose of units in the Fund. Neither AMP Capital, NMFM nor any other company in the AMP Group guarantees the repayment of capital or the performance of any product or any particular rate of return referred to in this information. Past performance is not a reliable indicator of future performance. While every care has been taken in the preparation of this information, AMP Capital makes no representation or warranty as to the accuracy or completeness of any statement in it including without limitation, any forecasts. This content has been prepared for the purpose of providing general information, without taking account of any particular investor’s objectives, financial situation or needs. Investors should, before making any investment decisions, consider the appropriateness of this information, and seek professional advice, having regard to their objectives, financial situation and needs.
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").
The Zenith Investment Partners (“Zenith”) Australian Financial Services License No. 226872 rating (assigned August 2015) referred to in this document is limited to “General Advice” (as defined by the Corporations Act 2001) for Wholesale clients only. This advice has been prepared without taking into account the objectives, financial situation or needs of any individual. It is not a specific recommendation to purchase, sell or hold the relevant product(s). Investors should seek independent financial advice before making an investment decision and should consider the appropriateness of this advice in light of their own objectives, financial situation and needs. Investors should obtain a copy of, and consider the PDS or offer document before making any decision and refer to the full Zenith Product Assessment available on the Zenith website. Zenith usually charges the product issuer, fund manager or a related party to conduct Product Assessments. Full details regarding Zenith’s methodology, ratings definitions and regulatory compliance are available on Zenith's Product Assessment’s http://www.zenithpartners.com.au/RegulatoryGuidelines
The Professional Planner | Zenith Fund Awards are determined using proprietary methodologies. Fund Awards were issued October 9, 2015 and are solely statements of opinion and do not represent recommendations to purchase, hold, or sell any securities or make any other investment decisions. Ratings are subject to change.