Economic indicators provide arguments for rebalancing: AUI

From

While last week’s Federal Reserve Interest Rate announcement in the US, coupled with the likelihood of a further cut by the Reserve Bank of Australia (RBA) here, add to the attraction of equity markets, it also provides good arguments to rebalance portfolios, says David Bryant, chief executive officer of Australian Unity Investments (AUI). “Equities might […]

continue reading

Australian Unity acquires $80 million mortgage funds

From

Australian Unity Real Estate Investment (AUREI) has successfully acquired Owenlaw Trust Limited, the manager of the $60 million Owenlaw First Mortgage Income Fund and the $20 million Owenlaw Mortgage Trust. The Owenlaw First Mortgage Income Fund is a ‘contributory fund’ where investors can invest in individual mortgages with different terms (up to a maximum of […]

continue reading

Direct property helps reduce volatility in portfolios

From

Investing in direct property is one of the best ways to manage total volatility and income volatility in a portfolio, says Ryan Banting, head of portfolio management at Australian Unity Investments. “Recent research* shows that a diversified growth portfolio with no exposure to direct property has an approximately 18 percent chance of experiencing negative total […]

continue reading

Further acquisition for Australian Unity’s Healthcare Property Trust

From

The Australian Unity Healthcare Property Trust  (HPT) has acquired a property on Fullarton Road in Kent Town, South Australia.  The purchase, for $11.1 million, is the third acquisition for the HPT this financial year. The property is a two storey building over 2,563 square metres with 100 car parking spaces.  Its anchor tenant is Sonic […]

continue reading

‘Location, location, location’ key to office property investments

From

While foreign investors continue to be attracted to all property sectors, office property is seeing a particularly high level of interest, driving up asset valuations in some locations, says Mark Lumby, head of property funds – retail at Australian Unity Real Estate Investment. But outside of the traditional CBD markets, there are good opportunities for […]

continue reading

Australian Unity Personal Financial Services and Premium Wealth Management enter into discussions

From

The companies announced this morning that they have executed a non-binding indicative offer under which Australian Unity Personal Financial Services would acquire all the shares in Premium Wealth Management. The board of Premium Wealth Management is recommending to shareholders that they consider the terms of acquisition with Australian Unity. Australian Unity said its desire is […]

continue reading

Demand for social infrastructure investments outstrips supply

From

Strong investor demand for alternative real estate investments such as social infrastructure has seen strong inflows into Australian Unity’s Healthcare Property Trust (HPT) over the last year. Mark Pratt, head of real estate investment at Australian Unity, said HPT has received inflows of approximately $140 million over the last financial year. “The on-going demand from […]

continue reading

Silver lining for healthcare property investors

From

Putting aside the fight brewing between the states and the Commonwealth over public healthcare spending, there could be a silver lining for investors, says Chris Smith, head of healthcare and retirement property funds at Australian Unity Investments. “As it becomes more difficult, and more expensive, for governments to fund growing healthcare needs, an increasing number […]

continue reading

Don’t overlook the benefits of investing in commercial property

From

The benefits of investing in commercial property are often overlooked by SMSF trustees but now could be a good time to consider this investment option, says Ryan Banting, head of portfolio management, Australian Unity Real Estate Investment. Many investors automatically think ‘residential’ when considering property as an asset class but, with residential property markets at risk of overheating, now may […]

continue reading

Federation Managed Accounts added to AU PFS approved platform list

From

Australian Unity Personal Financial Services (AU PFS) has added Federation Managed Accounts (Federation) to its approved platform list, a move it expects will contribute to future business growth. Steve Davis, Chief Executive Officer of AU PFS, said Federation offers advisers and their clients clear value for money and this, coupled with operational structure and the […]

continue reading