Then change any ASF's property type, location or gearing below, or add your own.
Choose your portfolio mix
Drag a slider to change how much goes into each ASF. The others adjust so the mix always adds to 100%.
Set up each ASF
Fees and costs shown are illustrative. Actual fees, costs, LVR and lending terms for each ASF are set out in its SPDS.
Portfolio value
Distributions each year
By ASF
Year-by-year
- Each ASF starts with units at $1.00. Your allocation, plus any loan (set by the LVR), buys property. Buying costs are paid upfront, so the starting unit value is below $1.00.
- Each year the property value moves by the capital growth rate. Net rent is the yield on that value after property expenses.
- Distributions are net rent less loan interest and fund fees. Where interest exceeds rent in a geared ASF, the shortfall is added to the loan and no distribution is paid.
- Loans are interest-only and held to the end of the period. The final value deducts selling costs and assumes the property is sold.
- Average annual return is a simple average: the total return over the period (end value plus any cash distributions, less the amount invested) divided by the number of years. It is not a compound rate.
- All figures are before tax. Growth, yield and interest rates are held constant, which real markets do not do.
Illustrative model only. The ASFs shown are hypothetical examples and are not offers of any specific Assetora Sub Fund. The results are not a forecast or a guarantee of returns. Property values and rents can fall, interest rates can rise, and gearing magnifies losses as well as gains. Past performance is not a reliable indicator of future performance.
This tool provides general information only and does not take into account your objectives, financial situation or needs. Before investing, read the Product Disclosure Statement for the Assetora Investment Fund (ARSN 167 020 626), the relevant Supplementary PDS and the Target Market Determination, and consider seeking financial advice. Issued by Assetora Australia Limited (ABN 33 153 951 770, AFSL 444365) as Responsible Entity. Questions: Customer Service, cs@assetora.com.