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  5. Ovest Industrial No. 2 - Managed fund profile

Ovest Industrial No. 2 - Managed Fund

Fund Objective
The strategy of the Fund is to invest in both completed and development stage industrial assets servicing major Australian cities which the Trustee believes provide a predictable return profile over time and provide superior risk-adjusted returns.
Fund Strategy
The Fund will predominantly generate rental income through a 'develop to own' strategy through the acquisition of vacant land which is zoned for industrial development, as well as acquiring fully completed industrial assets.

Fund Performance Comparison

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The performance of the peers is calculated as the total of the performance for each time period for all the funds in the peer group, divided by the number of funds in the peer group.
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Fees Comparison

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NOTE: Fee data has been provided by Morningstar, it may not include all costs being charged on your investment such as platform and adviser fees. You should check your fund manager or adviser statements to find out the exact fees you are being charged. Peers are funds that use the same benchmark in the Morningstar database.
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Fund performance

  1M 3M 6M 1Y p.a. 2Y p.a. 3Y p.a. 5Y p.a. 10Y p.a.
Total return 0.21% -0.14% -0.35% -0.93% 8.19% 5.38% -% -%
Growth return 0.21% -0.66% -1.39% -2.97% 6.33% 4.18% -% -%
Income return 0% 0.52% 1.04% 2.04% 1.86% 1.2% -% -%
Market index (S&P/ASX 200 A-REIT TR)
Total return 4.47% 9.86% 16.7% 14.49% 20.15% 15.35% 12.27% 9%
As at 31 Aug 2025. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

No asset allocation data available.
Average Allocation of Peers
Property & Infrastructure
93.02%
Australian Equities
4.32%
International Equities
0.24%
Cash
2.41%
Fixed Interest
0.01%
Alternatives
0.01%

General Information

Fund Details
Type Description
Ovest Industrial No. 2
RSM8778AU
Unlisted and Direct Property
Not Rated
Investment Fund
21 Dec 2021
n/a
$1.1811 (as at 31 Aug 2025)
$1.1811 (as at 31 Aug 2025)
Open
Offer information
Type Description
MER 2% (as at 20 Feb 2024)
Minimum initial investment $100,000
Minimum additional investments $50,000

FAQs about the Ovest Industrial No. 2

The objective of the Ovest Industrial No. 2 managed fund is The strategy of the Fund is to invest in both completed and development stage industrial assets servicing major Australian cities which the Trustee believes provide a predictable return profile over time and provide superior risk-adjusted returns.

The strategy of the Ovest Industrial No. 2 managed fund is The Fund will predominantly generate rental income through a 'develop to own' strategy through the acquisition of vacant land which is zoned for industrial development, as well as acquiring fully completed industrial assets.

The APIR code of the Ovest Industrial No. 2 managed fund is RSM8778AU.

Ovest Industrial No. 2’s total return last month was 0.21%. This was made up of a growth return of 0.21% and an income return of 0%. These returns were calculated as at 31 Aug 2025.

Ovest Industrial No. 2’s total return for the last three months was -0.14%. This was made up of a growth return of -0.66% and an income return of 0.52%%. These returns were calculated as at 31 Aug 2025.

Ovest Industrial No. 2’s one-year total return is -0.93%. This was made up of a growth return of -2.97% and an income return of 2.04%. These returns were calculated as at 31 Aug 2025.

Ovest Industrial No. 2’s one-year total return is 5.38%. This was made up of a growth return of 4.18% and an income return of 1.2%. These returns were calculated as at 31 Aug 2025.

The asset allocation of the Ovest Industrial No. 2 managed fund is :

Property & Infrastructure
100%
Australian Equities
0%
International Equities
0%
Cash
0%
Fixed Interest
0%
Alternatives
0%

The Ovest Industrial No. 2 managed fund belongs to the Unlisted and Direct Property sector/asset class.

As at , the size of the Ovest Industrial No. 2 managed fund was $ million.

The Ovest Industrial No. 2 managed fund has an inception date of 21 Dec 2021.

The current entry price of the Ovest Industrial No. 2 managed fund is $1.1811 per unit and the current exit price is $1.1811 per unit (as at 31 Aug 2025).

The current exit price of the Ovest Industrial No. 2 managed fund is $1.1811 per unit and the current entry price is $1.1811 per unit (as at 31 Aug 2025).

The minimum initial investment amount for the Ovest Industrial No. 2 managed fund is $100,000. Minimum additional investment is $50000.

Fund data sourced from Morningstar. Some material is copyright and published under licence from ASX Operations Pty Limited ACN 004 523 782 ("ASXO"). Data and content is provided for personal use only. Whilst every care has been taken in producing these numbers, neither Morningstar nor InvestSMART can make any guarantees around the complete accuracy of these figures. Should you decide to change investments, please read all relevant disclosure documents including the Product Disclosure Statements and if required, you may consider speaking to a financial professional for further guidance. A tax event may be realised as a result of switching investments. Past performance is not a reliable indicator of future performance.