Investa Second Industrial Trust

Investa Second Industrial Trust (“ISIT”):

  • is a real estate fund which holds interests in three industrial buildings throughout Australia.
  • was established in June 2002 and is closed to new investment.
  • terminates in 2014 unless terminated earlier by us or by operation of the law, or extended by a special resolution of unitholders.
  • borrows to invest and fund capital expenditure.
  • aims to deliver income returns with the potential for capital growth.

Fund Snapshot

Item Position at 31 March 2010
Fund size (total assets) $48.54m
Unit pricing $1.0435
Distributions Quarterly
DRP Not available
Withdrawals Not available
Management fee 1.00% pa
MER (ex performance fee) 1.28% p.a.
Indirect cost ratio 2.56% p.a.
Total borrowings drawn $18.05m
Gearing ratio 37.2%
Interest cover 1.08x
Debt maturity date July 2010
Number of investors 567