Managed Funds

High-performing funds and mandates for institutional investors 

Strong track record of outperformance

With a consistent track record operating and re-developing Australia’s prime-grade office buildings, we deliver value and performance for our investors by playing to our strengths. These include:

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Deep management expertise

Representing the interests of our owners and investors, our board members are responsible for governance, and business and fund performance.

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Direct asset management

We build strong and lasting tenant relationships by working closely with our customers to improve their experience.

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Active approach to investment

Sourcing and acquisition negotiation strategy aligned with our investor and owner priorities.

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Data-led investment strategy

Market-leading AI and analytics capabilities to inform and execute strategies.

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Robust governance

Accurate, transparent and consistent reporting, and tailored to investor and owner needs.

Investa Commercial Property Fund (ICPF)

Prime office managed fund

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Investa Commercial Property Fund (ICPF) aims to optimise total returns with a low-risk investment approach.

  • A$6.5 billion AUM
  • Core prime office fund for institutional investors
  • 15 prime-grade office assets in major Australian CBD markets
  • Diversified across markets, tenants and industries
  • Fully integrated management platform
  • Recognised domestically and globally for world-leading environmental and responsible investment benchmark outperformance.  
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Investa Gateway Offices (IGO)

A five-star portfolio of CBD assets

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Investa Gateway Offices (IGO) aims to provide investors with enhanced returns through a core portfolio of gateway city office investments. It holds a five-star portfolio of prime office assets in core CBD locations. 

  • A$2.1 billion AUM
  • 5 assets with minimum 5-Star NABERS energy rating
  • High-calibre tenants with strong lease tenures
  • 100% green finance secured
  • Active capital management and a robust governance framework.
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Private Mandates

Track record spanning a decade

Investa manages mandates on behalf of institutional, wholesale and private clients. As an office sector specialist, we offer an integrated approach and partner with our clients to help them navigate the unique dynamics of the local office market. 

We provide offshore and domestic mandate clients with a full suite of advisory services including: investment management; asset management; tax, trust and regulatory management and reporting; debt advisory; and strategic leasing advisory services. 

  • A$3.0 billion AUM across private client mandates, JVs and club structures 
  • Refinanced IGO’s Syndicated Debt Facility, for $1.2 billion, certified by the Climate Bond Initiative (CBI). 
  • Expertise and track record to meet the end-to-end investment management needs of local and offshore owners seeking a trusted Australian manager 
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How we manage your investments

  • Financial management
  • Trust management
Financial management

Financial management

We have the treasury and debt capital capabilities to support diverse investment strategies, with liquidity controls to mitigate operational and financial risks.

Trust management

Trust management

Working with trustees, we can ensure compliance, governance and legal obligations are met through our trust management accounting and trustee services. This includes overseeing day-to-day procedures, including distribution and tax obligations, account preparation, and seamless auditing management

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Investment management at a glance

 

All data correct as at 30 September 2023

*excluding development assets

$6.5 billion
$6.5 billion

ICPF AUM

$2.1 billion
$2.1 billion

IGO AUM

$3 billion
$3 billion

Private Mandates AUM

Working towards 100% green finance across our core managed funds

We are targeting 100% green finance across our core managed funds by 2025, and are proactively developing an impact investment framework. This includes assessing climate risk exposure across our managed fund portfolios.

Our green debt meets the stringent standards of the globally recognised Climate Bonds Initiative (CBI) and International Capital Markets Association Principles, and our managed funds already outperform leading sustainability benchmarks, including:

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ICPF

ESG Performance

  • 5 Star GRESB rating

  • First real estate fund in Australia to issue a green bond, certified by the Climate Bond Initiative (CBI)

  • 82% of total debt facilities are CBI certified green debt 

  • Fund has aligned portfolio’s environmental performance to the CBI emissions threshold, requiring it to perform in the top 15% in their relative city in carbon intensity

  • 5.39 Stars NABERS Energy weighted average rating (including GreenPowerTM); or 5.17 Stars NABERS Energy weighted rating (excluding GreenPowerTM)

  • 4.7 Stars NABERS Water weighted average rating

  • 5.75 Stars NABERS Internal Environment weighted average rating

  • WELL Portfolio Rating

  • WELL Health and Safety Rating

  • New developments achieving 5-6 Star Green Star Design and As Built ratings and WELL Platinum Ratings

 
 
 
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IGO

ESG Performance

  • 5 Star GRESB rating

  • 100% green debt with the refinancing of a Syndicated Debt Facility certified by the CBI

  • Fund has aligned portfolio’s environmental performance to the CBI emissions threshold, requiring it to perform in the top 15% in their relative city in carbon intensity

  • 5.35 Stars NABERS Energy weighted average rating (including GreenPowerTM); or 5.17 Stars NABERS Energy weighted rating (excluding GreenPowerTM)

  • 5.08 Stars NABERS Water weighted average rating

  • WELL Portfolio Rating

  • WELL Health and Safety Rating
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Existing investors