Joseph Palmer & Sons Property Fund

(ARSN 133 409 382)

Fund Status: Open

Investment Strategy
The Joseph Palmer & Sons Property Fund (the Fund) is an unlisted unit trust established with a mandate to invest in Australian direct property assets , as well as domestic and global listed property securities. The Fund is designed for investors seeking regular income distributions and potential for capital growth over the medium to long term.

Joseph Palmer & Sons

The Investment Manager, Joseph Palmer & Sons, is an experienced investment management, stockbroking and financial advisory firm. Established in 1872, Joseph Palmer & Sons has over $500 million in investment assets under management or administration. The firm is Australia's oldest family-owned financial services business and holds Australian financial services licence no. 247067.

Founded and 100% owned by the Palmer family, Joseph Palmer & Sons is directly involved in and responsible for driving the performance of the Fund. Investors benefit from the extensive experience of Joseph Palmer & Sons' partners and executives in investment funds management.

Joseph Palmer & Sons has experience in most facets of the Australian investment and financial markets. The firm provides investment advice to individuals, corporations and institutions; and manages funds for more than 100 clients. Joseph Palmer & Sons' funds management operation encompasses all major asset classes, including shares, fixed interest and property.

The Responsible Entity is DDH Graham Limited.

Key Features

Minimum investment of $10,000
Semi-annual distributions
Monthly unit pricing

To invest in the Fund please read the entire Product Disclosure Statement below and complete the application form and AML/CTF checklist at the end of the document.

Download the Product Disclosure Statement (PDF). Please note this download contains two parts, which must be read in conjunction with each other.

Click here for Unit Prices.