Lonvera
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Compare funds.

3 funds shown.

Fund characteristicMulti-assetDiversified Growth FundPropertyProperty Opportunities FundProperty · SMSFResidential Property Fund
ExposureMulti-asset · six asset classesResidential & commercial landSingle nominated residential property
Designed forPersonal investors & SMSFsPersonal investors & SMSFsEligible SMSF trustees
ObjectiveLong-term capital growth through a portfolio of growth-focused assets, with annual income distributions.Capital growth through exposure to residential and commercial property, with annual income distributions.Exposure to capital growth and income through the performance of an Australian residential property investment.
Suggested timeframe5+ years5+ yearsTo be confirmed
DistributionsAnnualAnnualTo be confirmed

Diversified Growth Fund

Exposure
Multi-asset · six asset classes
Designed for
Personal investors & SMSFs
Objective
Long-term capital growth through a portfolio of growth-focused assets, with annual income distributions.
Suggested timeframe
5+ years
Distributions
Annual
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Property Opportunities Fund

Exposure
Residential & commercial land
Designed for
Personal investors & SMSFs
Objective
Capital growth through exposure to residential and commercial property, with annual income distributions.
Suggested timeframe
5+ years
Distributions
Annual
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Residential Property Fund

Exposure
Single nominated residential property
Designed for
Eligible SMSF trustees
Objective
Exposure to capital growth and income through the performance of an Australian residential property investment.
Suggested timeframe
To be confirmed
Distributions
To be confirmed
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