The latest fund to be established by Aspen Group was launched in April 2005 to invest in a range of commercial properties covering the key sectors of office, retail and industrial. Aspen Diversified targets properties within the range of $5 million to $30 million as it seeks to build a portfolio of $250 million. The Fund currently has 9 properties with 6 in WA, 2 in NSW and 1 in Vic. The Aspen group is also a cornerstone investor in the fund.

Aspen Diversified provides investors with an attractive 8.01%pa Distribution yield, paid monthly and tax deferred at 100%. The fund’s income is supported by quality tenants, including Coles Supermarkets and ANZ Bank.

 

Features

2.0% Cash Rebate

Minimum investment $10,000

Projected unit yield 8.01%

Projected tax benefits 100%

Distributions paid monthly

Liquidity facility

Diversified portfolio

 

Fees, Charges and Commissions

As with all unlisted property trusts we will be paid a distributor fee, this is equal to 3.0% of the funds that you invest and no ongoing commission. If this investment is lodged through us we will rebate directly to you the 2.0% upfront commission that we receive.

 

 

Further Information

For further information please download any of the following files or right click on the button and 'save target as' to download to your computer (all files are in *pdf format):

 

 

 

 

 

 

 

 

 

 

 

 

IMPORTANT : This information has been prepared without taking into account your investment objectives, financial situation and particular needs. National Financial Solutions Pty Ltd (the authorising licensee) makes no recommendations as to the merits of any investment opportunity referred to on this site or via email correspondence. All indications of performance returns are historical and can not be relied upon as an indicator for future performance. Any investment decision in the products listed is entirely yours. NFS bears no responsibility for the appropriateness of the investment to your circumstances.  NFS will not be held responsible for the performance or security of any investment going forward. Furthermore NFS recommends that you seek advice from an independent person as to the appropriateness of any investment that is placed through our service.