Econ Healthcare Property Fund
Round 3 Coming Soon
Investment Strategy
Fund Details
| Features | Funds Details |
|---|---|
| Fund Objective | To provide investors with a balanced return of income and capital growth |
| Fund Strategy | Invest in a portfolio of Australian healthcare property assets via the Dexus Fund |
| Fund Name | Econ Healthcare Property Fund (ABN 42 649 792 733) |
| Type of Fund | Unregistered wholesale unit trust |
| Trustee & Manager | Econ Funds Management Pty Ltd (AFSL 517694) |
| Target Return | 8% over a 10 year rolling period |
| Distribution Frequency | Quarterly |
| Application Fee | $500+gst |
| Performance Fee | NIL |
| Entry & Exit Fee | NIL |
| Term | Open ended |
| Minimum Investment | $50,000 |
| Investor Type | Strictly limited to wholesale investors |
Econ Healthcare Property Fund Performance Summary
| Inception Date | 1 December 2021 |
| Investment Status | Round 2 Closed, Round 3 Pending |
| Expiry Date | Open Ended |
| Fund Performance Summary | Since Inception |
| *Total Income Return | 6.90% |
| *Total Capital Return | 1.76% |
| *Total Return Since Inception | 8.66% |
*Since inception to 31 December 2023
