Real Estate Equity Fund

ISG Real Estate Equity Fund

The ISG Real Estate Equity Fund reduces risk and makes it easy for investors to participate in carefully selected property projects.

The Fund looks for attractive real estate developments and transactions that have potential to deliver enhanced returns with low and manageable risk. This includes investment opportunities in residential, commercial, industrial, retail and other specialised real estate sectors, particularly in capital cities and major commercial hubs across Australia.

The Fund provides investors with the opportunity to participate in all opportunities or to choose specific investments of interest. This gives investors the choice as to how concentrated or diversified they wish their property portfolio to be.

Investor returns include income or capital growth, which may include but are not limited:

Regular income payments where capital is returned after a set period or a particular investment opportunity event.
Semi regular lump sum income payments where capital is returned after a set period or a particular investment opportunity event.
A single lump sum income and capital payment where the capital and income is provided after a set period of time or a particular investment opportunity event.
A single lump sum capital payment where the original capital and capital gain is provided after a set period of time or a particular investment opportunity event.

The expected form of return for each investment, whether it be income, capital gain or both, is outlined in the Supplementary Product Disclosure Statement (SPDS) for each opportunity. It is likely for opportunities to include preference share / note offers.

Each investment is arranged in a separate class of units. This class structure offers an extra degree of protection by keeping each investment opportunity separate to reduce risks. Investors will receive a Supplementary Product Disclosure Statement (SPDS) For each investment. This document contains the information they need to make an informed decision about whether or not the investment is suitable for them.

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ISG Funds Management is a family-run, independent funds manager that focusses on you with access to private sector project and company investments in a safe and regulated way.

ISG Financial Services Limited (ACN 114 733 569) T/A ISG Funds Management is the holder of the Australian Financial Services Licence no. 290328. It is the Responsible Entity for the ISG Real Estate Equity Fund (ARSN 618 548 780) and the ISG Private Alternatives Fund (ARSN ). Though ISG is licensed by the Australian Securities and Investment Commission (ASIC), you should be aware that ASIC neither endorses, supports nor approves of any information, claims, products or services provided by ISG and/or its agents or representatives.

The Target Market Determinations (TMD) for all ISG investment products are freely available to the general public and can be requested by emailing communications@isgfunds.com.au

General Advice – Any advice provided by ISG is limited to general financial product advice which we provide, for example, in our offer documents, investment newsletters, investor reports and website material. This information generally relates to offer features, investment opportunities, managing risk and return, property market commentaries and/or general economic overviews. ISG does not provide personal financial product advice to retail clients. Before you make any investment decision, we recommend that you obtain advice tailored to address your individual objectives, financial situation and needs from a licensed professional financial adviser.

Privacy Disclaimer – A copy of ISG’s privacy policy is available by visiting the privacy policy or on request from our Investor Services team.

Future Profits Disclaimer – Past performance does not guarantee future performance. There can be no guarantee the assumptions and contingencies on which the forward looking statements, opinions and estimates are based will ultimately prove to be valid or accurate. The forward looking statements, opinions and estimates depend on various factors, many of which are outside the control of ISG.

S734 Restrictions on Advertising & Publicity – The information shared on the website is not a direct or indirect offer made by ISG and/or its agents or representatives. If you are interested in finding out more information about an offer, please click on the request a call button and one of the ISG authorised representatives will contact you. They will provide you a copy of the relevant disclosure document and application form. All details of an offer, including fees and other costs that are associated with investing in an offer, are contained in the disclosure document. To apply to invest in an offer, you will need to complete an application form.