Funds Management Background

Investa Property Group (Investa) is wholly-owned by Morgan Stanley Real Estate Funds (Morgan Stanley), a premier global real estate franchise listed on the New York Stock Exchange. Morgan Stanley currently manages over AUD$98 billion in real estate assets on behalf of its clients and has over 600 offices in 33 countries.

Investa Funds Management Limited (IFML) is the responsible entity for the funds management division of Investa Property Group. IFML offers property investment funds to investors, that provide access to quality commercial assets in significant markets, with a view to providing growing income and potential capital returns. The retail funds also provide investors with annual tax advantaged income. These products leverage off the Group's capabilities across a range of sectors and risk profiles. Our aim is to optimise distribution returns and provide capital growth, whilst enhancing unitholder returns, by integrating long-term sustainability practices in the creation of our investment products.

Investa offers two types of unlisted direct property funds to investors:

  • Retail Funds are available to the individual investor where usually a minimum investment of $10,000 is required and potential investors are issued a Product Disclosure Statement (PDS). Retail funds provide investors in the syndicates with annual tax advantaged income.

    Investa currently manages 3 property retail funds with a combined value of approximately $780 million. Investa plans to be a regular issuer of new retail funds, which provide investors with access to commercial, industrial and retail investment. Register here for new retail fund investment opportunities.
  • Wholesale Funds are available to large institutional investors where the minimum investment is usually in excess of $1 million. Potential investors are issued an Information Memorandum (IM).

Click here for more information on our retail funds
Click here for more information on our wholesale funds

Benefits of Investing in Unlisted Direct Property Funds

  • Direct property provides excellent diversification benefits. Returns from direct property have proven to have a very low or negative correlation to other asset classes over the medium to longer term. This provides balanced portfolios with property allocations both to reduce volatility and the opportunity for out-performance.
  • Direct property is an ideal portfolio stabiliser. Unlike equities, direct property is characterised by a much higher income return, contractually based. This means that in comparison to equities, monthly returns from property are far more certain and stable. The recent uncertainty surrounding local and global equity markets has reinforced the benefits of allocating part of a balanced portfolio to stable income investments.
  • Property boasts a strong risk adjusted return, characterised by competitive absolute returns and low volatility.
Investa Funds Organisational Chart

RIAA Certified Funds

Investa Funds Management has become the first Australian property fund manager to receive SRI (Sustainable Responsible Investment) Certification by the Responsible Investment Association Australiasia (RIAA) for its two principal funds: Investa Direct Office Fund (IDOF) and Investa Commercial Property Fund (ICPF).

To achieve this Certification, Investa had to meet the strict disclosure requirements of the world's only SRI Certification Program which is managed by the Ethical Investment Association and was launched in Australia in 2005. Investa had to demonstrate how its funds apply a systematic methodology for taking environmental, social, ethical and labour standards into account in the selection and management of buildings. Detailed information about the SRI Certification Program and Investa's methodology, portfolio and performance can be found at www.eia.org.au.

Information contained in this document is correct as at 31 May 2008.

Disclaimer: This release may contain forward looking statements. Such forward looking statements are not guarantees of future market conditions, results or performance. The forward looking statements are subject to risks, uncertainties and other factors which may cause actual events to differ from the forward looking statements on this release. Those risks, uncertainties and other factors include, but are not limited to, general economic and business conditions; trends and business conditions in property markets in Australia competition; changes in Investa's strategies, plans and operations; governmental regulation; changes in interest rates and other risks and uncertainties. Investa disclaims any intention or obligation to update or revise any forward looking statements in this document, whether as a result of new information, future events or otherwise. ARSN 113 369 627 APIR CODE IPL0001AU.