Wealth
The Healthcare Property Trust, an unlisted property trust, invests in a diversified portfolio of healthcare properties and related assets. With a focus on regular income and long-term capital growth, it invests in hospitals, medical centers, and aged care facilities. Managed by Australian Unity Group, it’s a top-rated specialist healthcare real estate manager.
The Trust has consistently delivered sustainable,
quarterly income distribution payments,
with the opportunity for long-term capital growth.
• Operating for over 20 years
• Dominated by high-grade hospital and medical centre assets
• Long leases to market-leading healthcare operators
• Consistent tax advantaged income returns and capital growth
• Quarterly income distribution payments
For the most recent performance information regarding HPT Wholesale units, unit pricing and distribution history please see below.
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Total Return is calculated after fees and expenses and assume the reinvestment of distributions. Past performance is not a reliable indicator of future performance.
Historical performance chart assumptions
This chart assumes a notional investment of $10,000 and the reinvestments of distributions credited over the period shown. The returns are calculated after fees and expenses and uses entry to exit prices. It does not allow for any application or exit fees which may apply to an actual client investment. Past performance is not a reliable indicator of future performance. Investment decisions should be considered in the context of the overall performance of the relevant asset class over the period shown and any economic or market changes recently occurring. You should also refer to the Product Disclosure Statement and current details for this investment which are made available on this website.
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General Manager | Healthcare Property Trust
View profileChris joined Australian Unity in 2001. He is responsible for all aspects of management for the Australian Unity Healthcare Property Trust, including strategy, asset management, property management, acquisition, and disposals.
Before joining Australian Unity, Chris was Regional Asset Manager Victoria for the Jones Lang LaSalle (JLL) Shopping Centre Division, following several years with JLL NSW and a successful 16-year career with Coles Myer.
Chris holds a Post Graduate Certificate of Business Administration from RMIT, a Certificate IV in Property Services (Real Estate), and is a licensed real estate agent.
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Senior Portfolio Analyst | Healthcare Property Trust
View profileSam joined Australian Unity in 2018 as a Portfolio Analyst in the Social Infrastructure team and in 2021 was promoted to the senior portfolio Analyst for the healthcare Property Trust. Previously, Sam was a Graduate Analyst and Analyst at Churston Investment Partners which focused on real estate investment and advisory with a specific focus within the corporate and structured finance, investment management and development sector. Sam has a Masters Degree in Finance from RMIT and a Bachelors Degree in Finance and Entrepreneurship from Swinburne University of Technology.
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*These are some of the Trust’s current investments - for details of all current investments please see our latest Fund Update.
Units in the Australian Unity Healthcare Property Trust - Class A, Australian Unity Healthcare Property Trust - Retail, and Australian Unity Healthcare Property Trust - Wholesale (Funds) are issued by Australian Unity Funds Management Limited ABN 60 071 497 115, AFS Licence No. 234454. Information provided here is general information only and current at the time of publication. It does not take into account your objectives, financial situation or needs. Accordingly, you should consider the appropriateness of such information having regard to your objectives, financial situation and needs. In deciding whether to acquire, hold or dispose of any Fund units you should obtain a copy of the relevant Product Disclosure Statement (PDS) and seek appropriate professional financial and taxation advice before making any such decision. The PDS and Target Market Determination for the Funds are available at australianunity.com.au/wealth or by calling our Investor Services team on 1300 997 774. Past performance is not a reliable indicator of future performance. This information is intended for recipients in Australia only.
**The Zenith Investment Partners ("Zenith") Australian Financial Services License No. 226872 rating (assigned December 2020) referred to in this document is limited to "General Advice" (s766B Corporations Act 2001) for Wholesale clients only. This advice has been prepared without taking into account the objectives, financial situation or needs of any individual and is subject to change at any time without prior notice. It is not a specific recommendation to purchase, sell or hold the relevant product(s). Investors should seek independent financial advice before making an investment decision and should consider the appropriateness of this advice in light of their own objectives, financial situation and needs. Investors should obtain a copy of and consider the PDS or offer document before making any decision and refer to the full Zenith Product Assessment available on the Zenith website. Past performance is not an indication of future performance. Zenith usually charges the product issuer, fund manager or related party to conduct Product Assessments. Full details regarding Zenith's methodology, ratings definitions and regulatory compliance are available on our Product Assessments and at
http://www.zenithpartners.com.au/RegulatoryGuidelines.
The Lonsec Rating (assigned to Australian Unity Healthcare Property Trust – June 2021) presented in this document is published by Lonsec Research Pty Ltd ABN 11 151 658 561 AFSL 421445. The Rating is limited to "General Advice" (as defined in the Corporations Act 2001 (Cth)) and based solely on consideration of the investment merits of the financial product(s). Past performance information is for illustrative purposes only and is not indicative of future performance. It is not a recommendation to purchase, sell or hold Australian Unity Investments product(s), and you should seek independent financial advice before investing in this product(s). The Rating is subject to change without notice and Lonsec assumes no obligation to update the relevant document(s) following publication. Lonsec receives a fee from the Fund Manager for researching the product(s) using comprehensive and objective criteria. For further information regarding Lonsec's Ratings methodology, please refer to our website at:
http://www.beyond.lonsec.com.au/intelligence/lonsec-ratings.
The rating contained in this document is issued by SQM Research Pty Ltd ABN 93 122 592 036 AFSL 421913. SQM Research is an investment research firm that undertakes research on investment products exclusively for its wholesale clients, utilising a proprietary review and star rating system. The SQM Research star rating system is of a general nature and does not take into account the particular circumstances or needs of any specific person. The rating may be subject to change at any time. Only licensed financial advisers may use the SQM Research star rating system in determining whether an investment is appropriate to a person's particular circumstances or needs. You should read the product disclosure statement and consult a licensed financial adviser before making an investment decision in relation to this investment product. SQM Research receives a fee from the Fund Manager for the research and rating of the managed investment scheme.
