Trilogy HealthCare REIT
North Sydney Sports Medicine Centre
Fund Description
Trilogy HealthCare REIT is an open ended direct property Trust that will acquire healthcare property assets with the aim of providing income and capital growth for investors over the medium to long term. The Trust has acquired a North Sydney Sports Medicine Centre at 286 Pacific Highway Crows Nest. The property is currently leased to a major healthcare provider. The Trust also has an option to acquire an adjoining car park which it intends to redevelop. The preferred redevelopment is for a commercial centre with medical facilities with the aim of developing the property over 24 months.
Trilogy distributes income to investors on a monthly basis and during the planning phase it is expected to be approximately 5.6% per annum. This is expected to decrease during the construction phase. Units will be re-valued by Trilogy upon completion of any development of the property. The objective is to achieve the maximum possible return from the development, with a minimum targeted pre-tax return in excess of 10% p.a.
Trilogy Funds Management Limited is the Responsible Entity (RE) and Asset Manager for this fund.
This trust is an open ended fund which is currently open for investment.
Fund Features
- Regular monthly income distribution
- Taxation advantages
- Opportunity for attractive level of capital growth
- Situated in medical precinct adjacent to Mater Hospital
- Tenanted by major healthcare providers
- Experienced management team
- Minimum $25,000 investment
- No entry fee
A Typical Investor is One Who is Seeking……
- An unlisted direct property asset in the health care sector
- A regular monthly income stream with an opportunity for capital growth
- The opportunity for capital growth
- A medium to long term investment horizon
- A transparent trust design and structure
- An experienced property management team
- An investment which can be utilised by individuals, superannuation funds, trusts and companies
- A client service team dedicated to assisting investors
Fund Performance
Current Rates
The Trilogy HealthCare REIT annualised cash yield for the period 1 July 2009 to 31 July 2009 is 5.63%p.a.
Historical Performance
Annual cash yield paid to unitholders.
|
2 December 2007 to 30 June 2008 |
Year Ending 30 June 2009 |
|
5.63% |
5.63% |
How to Invest
Investors are requested to complete the application form in the PDS and return this to Trilogy Funds Management with an accompanying cheque. EFT or B-Pay is also available. Upon receipt by Trilogy, Investors monies are deposited into the Trilogy HealthCare REIT.
Investors’ will be notified in writing on the receipt of their application form by Trilogy.
Further Information
For further specific information on this trust please contact your financial adviser or Trilogy Funds Management Limited via the links below or at info@trilogyfunds.com.au, alternatively please telephone us on Free Call: 1800 230 099
IMPORTANT: This information has been prepared as general information only and is not intended to be a recommendation or take the place of professional financial advice. While due care and caution has been taken in the preparation of this information, Trilogy reserves the right to amend this material as additional information becomes available. Please note that past performance is not an indicator of future performance. Forecast yields are uncertain and rely on assumptions. The investment yields are affected by a number of factors and will vary over time. Applications for an investment in any fund may only proceed on an application form attached to or accompanying the current Product Disclosure Statement (PDS). A copy of the PDS can be obtained form Trilogy Funds Management ABN 59 080 383 679, GPO Box 1648 Brisbane QLD 4001 or by calling 1800 230 099. Individuals should read the Product Disclosure Statement in full before deciding to apply for units.