Investment Objective
The Fund’s investment objectives are to provide a combination of capital growth and income over the long term.
Investment Strategy
The Fund provides investors exposure to an actively managed investment portfolio, comprised of Australian and global real asset strategies through a combination of primary funds, secondary funds and co-investments in real estate, infrastructure and natural capital assets.
Eligibility Criteria
Please note, the Fund has a minimum investment of $50,000 and is only available to investors who qualify as wholesale or sophisticated (as defined by the Corporations Act 2001), or advised retail investors. If you are uncertain about your eligibility, please speak to a licensed financial adviser or qualified professional adviser (such as a chartered accountant). Wilson Asset Management does not assess investor eligibility.
Wilson Asset
Management
Real Assets Fund
How to Invest
Apply
Online
Complete our online application form and follow the prompts. You may be asked for your IDs for verification purpose.
You can download the paper application here.
Discover
Real Assets
Access the Factsheet to discover the Fund's objectives, learn the key investment terms for applicants to familiarise themselves with, and how real assets can optimise an investor's portfolio.
How can real assets optimise an investor's portfolio?
Inception date
May 2026
Asset class
Real Assets (Real Estate, Infrastructure and Natural Capital)
Investment timeframe
Long term proposition, for at least five years.
APIR code
ETL4431AU
-
Minimum initial investment
$50,000 -
Minimum additional investment
$25,000 -
Minimum withdrawal amount
$25,000 -
Minimum balance
$50,000
Performance fee
15.375% of the Fund subject to a high water mark and a 6.0% p.a. Hurdle. Inclusive of the net impact of GST and RITC.
Management fee
1.025% p.a. of the Net Asset Value (“NAV”) of the Fund.
Inclusive of the net impact of GST and RITC.
ARSN
696 053 013