CCI Investment Management Limited :: Trust well placed

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Investment Objectives

The CCIIM Diversified Property Trust aims to provide investors with capital growth and income over rolling five year periods.

Investor profile

Suitable for investors seeking capital growth and income from an exposure to predominately Australian property and a portion of overseas listed property.

Investment policy

Using the CCIIM manager of managers approach the trust has a diverse exposure to both direct property and listed property securities across Australia. A small component of the portfolio is held in overseas listed property. The assets in the domestic component of the fund are comprised of direct property and listed property and spread geographically across Australia’s major capital cities.

The assets of the Trust may be invested directly or via existing wholesale unlisted trusts.

Fund Managers (as at 30 November 2011)

    • AMP Capital Investors
    • LaSalle Investment Management

Minimum Investment

$250,000

Minimum additional deposit

$10,000

Minimum withdrawal

$10,000

Access to Trusts

Deposit and withdrawals received
 at any time

Distribution

Half Yearly

Switching available

Yes

Entry Fee

Nil

MER

1.65% pa

Sell Spread

0.50%