Lonvera
All fundsProperty · SMSF

Residential
Property Fund

Explore the strategy

Exposure to capital growth and income through the performance of an Australian residential property investment.

Suggested timeframe
To be confirmed
Distributions
To be confirmed

Proposed fund. Final terms and current disclosure documents are being confirmed.

Investment strategy

Illustrative bird’s-eye view of Australian residential rooftops, gardens and streets.
Illustrative scene · not a fund holding

The proposed fund provides exposure to the growth and income of one nominated property through a professionally managed investment structure. It is not a pooled portfolio of homes.

Professional investment management, administration and investor reporting continue throughout the property’s investment term. Investment oversight and communication support the review of the investment as it progresses.

About our approach

Terms & risk

Property values and income can fall. Neither capital growth nor distributions are guaranteed.

Ask about this fund
Investment category
Property · SMSF
Distribution reinvestment
Subject to final fund terms
Risk classification
To be confirmed
Investment horizon & access

The suggested investment timeframe is being confirmed. A planning horizon does not establish when withdrawals are available. Property investments may take time to realise.

Property investment risk

Returns depend on the performance of one nominated property. Consider this concentration and how your SMSF would meet its ongoing commitments. Property values and income can fall.

SMSF eligibility

Trustees should assess the investment within their SMSF’s investment strategy, liquidity needs and SIS Act obligations. Eligibility criteria, minimum investment, fees and withdrawal terms must be confirmed in the applicable PDS.

Fund identity & documents

Final fund names, legal structures and applicable disclosures require confirmation. Existing Rajomon Growth Fund documents should not be assumed to apply to this proposed fund.

Talk to our team.

(03) 9699 9154
2–4 Ross Place
South Melbourne VIC 3205

Residential Property Fund