Head of Healthcare Property, PartnerRead More
The Barwon Healthcare Fund is an open-ended fund which invests nationally in healthcare real estate. The Fund’s assets include a variety of primary and secondary care facilities, tenanted by some of Australia’s largest private medical providers, in addition to State Government tenants.
The Fund targets acquisitions that provide investors with target quarterly distributions of approximately 5% – 6% p.a. and the potential for capital growth, targeting a total return of 8% – 10% p.a. net of fees.
The Fund holds a portfolio of 50+ healthcare properties including:
The properties are predominately located in major metropolitan and regional cities across Australia.
As at 31 March 2023
|Fund Name||NAV Price||Income Return ITD p.a.||Capital Return ITD p.a.||Total Return ITD p.a.||Fund Inception|
|Barwon Healthcare Property Fund||1.3061||6.52%||2.72%||9.24%||10-Oct-14|
The performance figures are net of taxes, fees and expenses and assuming distributions are reinvested. While reasonable care has been taken in the preparation of this content, Barwon Investment Partners Pty Limited ABN 19 116 012 009 AFSL 298445 makes no representation as to the accuracy or completeness of any statement in it, including without limitation, any forecasts. Past performance is not a reliable indicator of future performance.
Barwon seeks to be Australia's leading manager in healthcare real estate with respect to its ESG program.
The Barwon Healthcare Property Fund is conscious of its carbon footprint, and is actively taking steps to reduce it, including but not limited to:
The Barwon Healthcare Property Fund is uniquely positioned to enact meaningful social benefit from its investment activities. The Fund has made significant commitments to a range of social initiatives, including building the first dedicated adolescent mental health services in Queensland. With its partners, Barwon has invested extensively in mental health and cancer care facilities across Australia.
Barwon seeks to engage with high quality stakeholders who have reputations in business and in the wider community founded on high ethical and moral standards. Barwon’s governance framework reflects our duty to act in our clients’ best interests at all times and in compliance with all relevant legal and regulatory requirements. Barwon maintains an ESG Committee which provides guidance to the Barwon investment verticals.
The Zenith Investment Partners (ABN 27 103 132 672, AFS Licence 226872) (“Zenith”) rating (assigned December 2022) referred to in this document is limited to “General Advice” (s766B Corporations Act 2001) for Wholesale clients only. This advice has been prepared without taking into account the objectives, financial situation or needs of any individual and is subject to change at any time without prior notice. It is not a specific recommendation to purchase, sell or hold the relevant product(s). Investors should seek independent financial advice before making an investment decision and should consider the appropriateness of this advice in light of their own objectives, financial situation and needs. Investors should obtain a copy of, and consider the PDS or offer document before making any decision and refer to the full Zenith Product Assessment available on the Zenith website. Past performance is not an indication of future performance. Zenith usually charges the product issuer, fund manager or related party to conduct Product Assessments. Full details regarding Zenith’s methodology, ratings definitions and regulatory compliance are available on our Product Assessments and at https://www.zenithpartners.com.au/our-solutions/investment-research/process-methodology