CorePlus Property

RiskHigh
Suggested term6 years

The portfolio is to be offered to clients with a bias to seeking income through exposure to domestic Property assets; being both listed and unlisted commercial and industrial property; investors will also acknowledge the portfolios underlying characteristics and liquidity constraints.

CorePlus Property

Portfolios

Portfolio Description

The portfolio is to be offered to clients with a bias to seeking income through exposure to domestic Property assets; being both listed and unlisted commercial and industrial property; investors will also acknowledge the portfolios underlying characteristics and liquidity constraints.

Investment Objective

To provide moderate to high total returns over the investment term. Returns are to be derived primarily from high levels of income over the investment term.

Performance Objective

To outperform the Intra-Quarter Consumer Price Index (CPI) by at least 3% over the minimum investment timeframe.

Significant Risks

  1. Volatility and price fluctuation; Understand and accept the risk of valuation fluctuations particularly over periods less than the minimum investment timeframe and that capital preservation is not guaranteed. I.e.; The value of the investment may fluctuate or fall within the period of the suggested minimum investment timeframe.
  2. Liquidity; Understand that withdrawals from this Portfolio may be delayed due to the illiquid nature of the underlying assets and the terms of maturity for some of the underlying assets.
  3. Understand that in some circumstances, some assets may fall in value due to changes in prevailing market conditions.

Breakdown

Defensive / Growth Portfolio Allocation

Portfolio AllocationAllocation RangeIndicative Allocation
Defensive2 - 40%3%
Growth60 - 98%97%

Asset Class Allocation

Asset Class AllocationAsset Class RangeIndicative Allocation
Property70 - 98%95%
Cash2 - 30%5%

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Core Wealth Advisors Pty Ltd (ABN 21 623 746 430) are an authorised representative of Core Advisor Group Pty Ltd (ABN 19 109 451 916) which holds an Australian Financial Licence (No: 281394) and is a Registered Life Insurance Broker.

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