Fund Performance - Resifund

ResiFund has delivered a total return of over 10% p.a net (after fees and costs) in each of its two first years ending 31/3/2021, thereby achieving its stated investment objective.

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ResiFund’s returns comprise both income returns from the rent we generate from leasing properties, as well as any capital growth in the value of the properties.
The income returns for ResiFund investors are paid quarterly and are called income distributions, which are very similar to a company paying dividends. These income returns can either be paid as a cash distributions into an investors bank account or through the allotment of additional units in ResiFund.
ResiFund’s capital growth, or in other words the growth in the value of the properties, is reflected in our monthly unit price, which is like a share price.
As the values of the properties increases in value over time, so too does the unit price.
The below graph illustrates both the income and capital growth returns since our first investors invested in ResiFund.

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