Trilogy Investor Choice
MediLink Property Income Syndicate
Fund Description
Trilogy Medilink Property Income Syndicate is a registered managed investment scheme which owns leasehold property at 100 Angus Smith Drive, Douglas, Townsville, Queensland adjoining the Townsville General Hospital. The property comprises a substantial commercial building, purpose built to meet the support facility requirements of the Townsville General Hospital and is connected to the Hospital by an overhead walkway/link. The property further comprises a neighbouring building which is a purpose built childcare centre, which is known as the ABC Learning Centres building. The property is situated approximately 10.5 kms south west of Townsville.
Trilogy Funds Management has forecast the initial return on the $1.00 per unit subscribed by the investor to be 8.01% in the financial year ending 30 June 2007, increasing to 9.26% per annum in the financial year ending 30 June 2011. In addition there are substantial taxation advantages.
Trilogy Funds Management Limited is the Responsible Entity (RE) and Asset Manager for this fund.
This fund has a 5 year term. It is fully subscribed and therefore additional investment applications cannot be accepted.
Fund Features
- Attractive income yield
- Regular monthly income distribution
- Substantial taxation advantages
- Multi tenanted with major tenants (leases up to 25 years)
- Townsville Hospital the largest hospital in provincial Australia
- Experienced management team
- LVR below 51.26%
A Typical Investor is One Who is Seeking……
- A regular monthly income stream with an opportunity for capital growth
- Average forecast yield of 8.41% per annum
- Average forecast tax deferred component of the distribution in excess of 76.11%
- An investment term of at least 5 years
- A trust with an LVR below 52%
- To participate in the future growth prospects of the Townsville economy
- A transparent trust design and structure
- An experienced management team
- An investment which can be utilized by individuals, superannuation funds, trusts and companies
- A client service team dedicated to assisting investors
- An unlisted direct property investment
Fund Performance
Current Rates
The Trilogy Investor Choice Medilink Property Income Syndicate annualised cash yield for the period 28 August 2008 to 27 July 2009 is 7.41% p.a.
Historical Performance
Annual cash yield paid to unitholders.
|
28 August 2006 to 27 August 2007 |
28 August 2007 to 27 August 2008 |
|
8.01% |
8.11% |
How to Invest - This Trust is Now Fully Subscribed
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.