MPG Bulky Goods Retail Trust - Managed Fund

The objective of the MPG Bulky Goods Retail Trust managed fund is The core investment objective is to generate regular taxadvantaged income returns from a diversified portfolio of well branded retail property and other incidental investments that have the potential for capital growth.

The strategy of the MPG Bulky Goods Retail Trust managed fund is Our approach is to actively manage direct property assets that will be held for the medium to long term. Active property management will involve renewing current leases and targeting new tenants for any vacant space. Upgrading and refurbishing specific assets to attract and maintain occupancy and improve asset values may also be undertaken. We will work with building consultants to develop asset management plans and to identify value-add opportunities.

The APIR code of the MPG Bulky Goods Retail Trust managed fund is .

MPG Bulky Goods Retail Trust’s total return last month was -%. This was made up of a growth return of 0% and an income return of -%. These returns were calculated as at 30 Jun 2024.

MPG Bulky Goods Retail Trust’s total return for the last three months was -0.69%. This was made up of a growth return of 0% and an income return of -0.69%%. These returns were calculated as at 30 Jun 2024.

MPG Bulky Goods Retail Trust’s one-year total return is 3.42%. This was made up of a growth return of -2.15% and an income return of 5.57%. These returns were calculated as at 30 Jun 2024.

MPG Bulky Goods Retail Trust’s one-year total return is 32.09%. This was made up of a growth return of 26.12% and an income return of 5.97%. These returns were calculated as at 30 Jun 2024.

The asset allocation of the MPG Bulky Goods Retail Trust managed fund is :

The Responsible Entity for the MPG Bulky Goods Retail Trust managed fund is MPG Funds Management Ltd.

The MPG Bulky Goods Retail Trust managed fund belongs to the Unlisted and Direct Property sector/asset class.

As at 30 Jun 2017, the size of the MPG Bulky Goods Retail Trust managed fund was $22.66 million.

The MPG Bulky Goods Retail Trust managed fund has an inception date of 24 May 2005.

The current entry price of the MPG Bulky Goods Retail Trust managed fund is $ per unit and the current exit price is $3.19 per unit (as at 30 Sep 2024).

The current exit price of the MPG Bulky Goods Retail Trust managed fund is $3.19 per unit and the current entry price is $ per unit (as at 30 Sep 2024).

The minimum initial investment amount for the MPG Bulky Goods Retail Trust managed fund is $10,000. Minimum additional investment is $0.