asset_category:
peer_benchmark:
broad_market_index:
manager_contact_details: Array
ticker: QRI
release_schedule:
structure: Listed Investment Company
commentary_block:
factsheet_url:
fund_features:
Qualitas Real Estate Income Fund (QRI) seeks to provide monthly income and capital preservation by investing in a portfolio of investments that offers exposure to real estate loans secured by first and second mortgages, predominantly located in Australia but the Trust can allocate a maximum of 20% of the portfolio to New Zealand. The Trust has appointed QRI Manager Pty Ltd as the Investment Manager of the Trust.
- The objective of the Trust is to provide a monthly income stream with a focus on capital preservation.
- The Trust has a targeted return of 8.0% p.a. net of all fees and expenses. This is well above RBA cash currently at 1.00%, and above other fixed interest products.
- The portfolio invest predominantly in senior (first mortgages) secured real estate loans.
- The Trust may have up to a maximum 20% of the portfolio allocated to New Zealand and investors should be aware of this potential currency exposure. The portfolio is currently allocated 100% to Australian investments.