Direct Property

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Direct Property

At a glance

Asset classes

Direct property

Investment timeframe

Long term 5+ years

Fees

Total estimated Indirect Cost Ratio 2015/16: 0.66%
Buy spread: 0.45%
Sell spread: 0.45%

Return objective

Inflation + 3% per year^

Likelihood of negative return

3.7 in every 20 years

  • Risk band

    Risk level

    Risk label
  • 1
    Very low
  • 2
    Low
  • 3
    Low to medium
  • 4
    Medium
  • 5
    Medium to high
  • 6
    High
  • 7
    Very high

Risk level

5

Asset classes

  • Annual % returns
  • See how your money would have grown
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Annual returns [PDF]

About the option

The Direct Property option holds units in portfolios focused on core, high quality properties, mainly CBD office buildings and large shopping centres.

Returns for this option may come from both rental income and capital growth, including some refurbishment and development activity.

This option may be suitable for members with an investment timeframe of at least five years or someone whose financial situation allows a higher degree of risk. This option may also be suitable for those seeking a higher degree of flexibility and more control over their investments.

What are the option’s objectives?

  • To outperform the return of the Australian direct property market (as measured by the Mercer Australian Unlisted Property Index [pre-tax]).
  • To achieve returns after tax and fees that exceed the inflation rate (as measured by the CPI) by at least 3% per year.^

^Over rolling 10 year periods

View the Direct Property option’s Top 20 holdings

Compare to other options


This website contains general advice, not taking into account your objectives, financial situation or needs. Before acting on this advice you should determine if it is appropriate for you. Before acquiring a product, first read its product disclosure statement. Some products and services offered on this website are provided by third parties. The trustee is not responsible for the products or services, views or actions of these third parties. Terms and conditions may apply which should be obtained from the third parties direct. The trustee does not accept liability if loss or damage is incurred from the acquisition of third party products or services. Past performance is not a reliable indicator of future performance and you should consider other factors before choosing a fund or changing your investments. CARE Super Pty Ltd (Trustee) ABN 91 006 670 060 AFSL 235226 CARE Super (Fund) ABN 98 172 275 725
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