Econ Healthcare Property Fund

Econ Healthcare Property Fund

Round 3 Coming Soon

Investment Strategy

Fund Details

FeaturesFunds Details
Fund ObjectiveTo provide investors with a balanced return of income and capital growth
Fund StrategyInvest in a portfolio of Australian healthcare property assets via the Dexus Fund
Fund NameEcon Healthcare Property Fund (ABN 42 649 792 733)
Type of FundUnregistered wholesale unit trust
Trustee & ManagerEcon Funds Management Pty Ltd (AFSL 517694)
Target Return8% over a 10 year rolling period
Distribution FrequencyQuarterly
Application Fee$500+gst
Performance FeeNIL
Entry & Exit FeeNIL
TermOpen ended
Minimum Investment$50,000
Investor TypeStrictly limited to wholesale investors
Disclaimer: This fact sheet is intended only for the person to whom it has been delivered. This fact sheet should not be used as the primary source of readers’ information but rather in conjunction with the Information Memorandum, which should be read in its entirety before making a decision to invest. Econ Healthcare Property Fund will be exposed to the financial risks typically associated with mortgage-style investments. Such risks may result in capital losses. Econ Healthcare Property Fund will not be liable for losses of any kind. A complete list of the major risks associated with an investment made in Econ Healthcare Property Fund is also provided in the Information Memorandum. The contents of this fact sheet should not be interpreted as legal, tax investment or other advice and this Fact Sheet may not be replicated or used for any other purpose

Econ Healthcare Property Fund Performance Summary

Inception Date1 December 2021
Investment StatusRound 2 Closed, Round 3 Pending
Expiry DateOpen Ended
Fund Performance SummarySince Inception
*Total Income Return6.58%
*Total Capital Return-0.66%
*Total Return Since Inception5.92%
*Past Performance is no guarantee of future results
*Since inception to 31 March 2024

How it works