Selective investment choices to pay off in 2014

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Australian Unity Investments’ equities fund manager partners agree that while the overall outlook for markets – both domestically and internationally – looks positive, investors need to be selective. Chad Padowitz, chief investment officer at global equities manager Wingate Asset Management, said 2014 will be a more challenging year than 2013 for investors, although there are […]

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Rating of Australian Unity Notes reviewed and affirmed at BBB+

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Australia Ratings has reviewed and affirmed its credit rating of ‘BBB+’ on the Australian Unity Notes (AUNs; ASX code: AYUHA), issued by AUL. This rating is the highest long-term rating in the intermediate category of creditworthiness on the rating scale of Australia Ratings (see the rating scale below). The AUNs are unsecured debt obligations of the issuer, […]

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Australian Unity Investments proposes property fund merger

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Australian Unity Investments (AUI) is seeking approval from investors in the Australian Unity Fifth Commercial Trust (FCT) to merge the trust with the larger, more diversified, Australian Unity Office Property Fund (OPF). Investors in FCT will be eligible to vote on the Proposal via proxy or by attending a general meeting of investors on Wednesday […]

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Australian Unity Investments wins Australian Property Institute NSW Excellence in Property Award for 2013

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Australian Unity Healthcare Property Trust has been named the winner of the 2013 Australian Property Institute NSW Excellence in Property Awards in the Property Trust Industry category. The Trust is an unlisted property trust that invests in healthcare related property assets with a primary focus on delivering regular income, plus the opportunity for long-term capital […]

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Australian Unity Investments wins Direct Property Fund Manager of the Year award

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Australian Unity Investments (AUI) has been named winner of the Professional Planner/Zenith Investment Partners Direct Property Fund Manager of the Year award for 2013. AUI manages a range of diversified property funds, covering healthcare, retail, industrial, commercial and office property and has over $1.7 billion in property assets under management (as at 30 September 2013). […]

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AUI restructures business development team

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Following a review of its distribution and business development team, Australian Unity Investments (AUI) has made several promotions, including the creation of new positions. Damen Purcell, AUI’s head of retail distribution, said the changes will allow AUI to further build and expand its adviser and dealer group relationships at a time when confidence is returning […]

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Be wary of investment short-cuts that promise out-performance

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With the market and investor sentiment on the way up, one lesson investors should remember is that trying to take shortcuts to achieve out-performance is unlikely to be sustainable and will almost always end in tears, says Edward Smith, head of portfolio management at Australian Unity Investments (AUI). Mr Smith said the current market situation […]

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AUI property outlook: Compelling case for commercial property; healthcare investments outperform

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The Australian property market is currently offering investors attractive yields and stable values, with the spread between property and Australian Government 10 year bonds at 310-550 basis points for prime assets, according to Australian Unity Investments (AUI). “Overall, there is a case to consider investing in property now, given the widening yield differential and the […]

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AUI appoints healthcare property portfolio manager

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Australian Unity Investments (AUI) has appointed Cathy Ciurlino as healthcare property portfolio manager within its unlisted property funds management business. Ms Ciurlino will be responsible for managing the properties held by AUI’s flagship property fund, the Australian Unity Healthcare Property Trust (HPT), as well as progressing suitable opportunities for the fund such as continuing a […]

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AUI senior legal appointments

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Australian Unity Investments (AUI) has strengthened its legal, compliance and governance capabilities with two senior appointments. Liesl Petterd has joined AUI in the newly-created role of senior governance manager and Ronnie Lipp has been appointed senior legal counsel. Both will report to Emma Rodgers, AUI’s head of legal and compliance. Mr Lipp joins AUI from […]

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