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FUND HIGHLIGHTS

HOW TO INVEST

New Investors

Existing Investors

Trustee: Primary Securities  Ltd AFSL 224107

Structure: Australian unit trust – open to wholesale clients only. Retail clients may invest in Class N of Primary Investment Board which only invests in the Fund. The PDS for Class N is issued by Primary Securities Ltd

Strategy: Invest in residential property in Australian cities, operated as short term rentals

Objective: Deliver regular tax-effective income and the potential for capital growth

Minimum Investment: $5,000 for retail investors, $20,000 for wholesale investors

Distributions: Quarterly

Applications: Daily

Cash Weighting: 5%

Fees: 0.95%* p.a. management fee; 20% performance fee once above 7.5% return benchmark. 

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*Please read the Information Memorandum/Product Disclosure Statement issued by Primary Securities Ltd in full before applying.

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