Hybrid Property Fund

Please note: due to enduring global market conditions, this Fund is currently closed to applications. Please contact Orchard Investor Services on 1800 008 494 for further information.

Since 2003 the Orchard Hybrid Property Fund has invested in Australian and global listed and unlisted securities. The total asset value of the fund as at 31 March 2010 is $6.2 million. Property securities are interests in managed investment schemes that invest predominately in property or property related investments.

Fund features

  • Access to Orchard specialist funds
  • Exposure to global property
  • Lower volatility through blend of listed and unlisted property

The fund continues to distribute all taxable income.

Investment objective

To provide regular partly tax-deferred income and capital growth over the long term through active investment in a diversified quality portfolio of Australian and global listed and unlisted property securities.

Investment benefits

  • Diversification across regions and markets. It has exposure to listed and unlisted property securities, as well as traditional and non-traditional sectors. The Fund also invests domestically and in the rapidly growing global listed market.
  • Liquidity through investments in listed property securites.
  • Mitigates the impact of unit price fluctuations from listed securities by investing in unlisted property securities.

 For information on our Anti-Money Laundering and Counter-Terrorism Financing (AML/CTF) requirements click here.

Orchard Securities Pty Limited ABN 16 091 909 376 AFSL No. 241053 has prepared this for general information only.  It does not take into account your current or future financial circumstances.  It is important for you to consider these matters and read the relevant product disclosure statement (PDS) before you make an investment decision on holding or acquiring these products. For further information please contact your financial planner or Orchard Investor Services on 1800 008 494.