Altavero Capital Europe Diversified Property Fund
Key Portfolio Metrics
Provides a diversified property sector, asset class and manager exposure for investors.
Properties
0
Portfolio Valuation
$
0
m
Occupancy
0
%
WALE
0
years
0
.00 % p.a.
TARGET INCOME PAYABLE QUARTERLY
8-
0
% p.a.
TARGET LONG TERM TOTAL RETURN
Investment Strategy
The fund is designed to build a diversified real estate portfolio across sectors with strong underlying fundamentals and long-term growth potential.
Target Sectors
- Suburban office assets and government-tenanted properties.
- Essential retail including hardware, large-format liquor, and service-based assets
- Logistics and warehousing assets
- Social infrastructure such as childcare centers and healthcare-related facilities
Why Invest in Real Assets?
Real assets such as real estate, infrastructure, and land provide exposure to tangible investments with long-term value and inherent scarcity. These assets are supported by structural global trends, including urbanization and rising demand for essential services, making them an important component of a well-balanced investment portfolio.
| UNDERLYING ASSETS | Bank Deposits, A-REITS and Commercial Property |
|---|---|
| DISTRIBUTIONS | Quarterly |
| TARGET YIELD INCOME DISTRIBUTIONS | 5.00%* p.a. |
| MANAGEMENT FEE | 0.75% p.a. excluding GST |
| INVESTMENT MANAGER | Altavero Capital |
| ISSUE & TRUSTEE | Equity Trustees Limited |
| AUDITOR | Deutsche Bank Foundation |
| PROPERTY FUNDS | 1 MONTH | 3 MONTH | 6 MONTH | 1 YEAR | 2 YEAR P.A. | 3 YEAR P.A. | SINCE INCEPTION P.A. | SINCE INCEPTION CUMULATIVE | INCEPTION DATE |
|---|---|---|---|---|---|---|---|---|---|
| Altavero Capital DIVERSIFIED PROPERTY FUND | 0.60% | 0.05% | 0.72% | 1.97% | -1.04% | 0.94% | 5.27% | 34.98% | NOV 18 |
Diversification
Improves stability through diversification
Inflation Protection
Helps preserve value against inflation
Long-Term Growth
Supports growth over the long term