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Managed Funds

High-performing funds and mandates for institutional investors

Investment management capabilities
Investa’s managed funds and private mandates consistently outperform the market on both investment and sustainability benchmarks.

We act as the strategic investment partner for:
- significant offshore pension funds,
- global institutional wealth management and investment firms, and
- domestic institutional and private 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:

Deep management expertise

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

Direct asset management

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

Active approach to investment

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

Data-led investment strategy

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

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$5.9 billion AUM
Core prime office fund for institutional investors
16 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.

Learn more about ICPF

Investa Gateway Offices (IGO)

A preeminent 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 preeminent portfolio of prime office assets in core CBD locations.

~A$2 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.

Learn more about IGO

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 billion AUM across private client mandates, JVs and club structures
$1.2 billion Common Terms bilateral bank debt facility, 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

Learn more about Mandates

How we manage your investments

Financial management
Trust 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

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

Investment management at a glance

All data correct as at 30 September 2024

*excluding development assets

$5.9 billion

ICPF AUM

~$2 billion

IGO AUM

$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 the below.

ICPF

ESG Performance

IGO

ESG Performance

5 Star GRESB rating
100% green debt 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