Past Portfolio Performance

The following is a table showing the performance of APIL property syndicates that have been purchased and sold.

PropertyYears HeldSectorAverage Yield paCapital Returned to Investors +Average Total Annual Return on Equity PA#
405 Scarborough Beach Road, Osborne Park7.8Large Format Retail15.0%282.8%38.4%
Marlows Midland12.5Large Format Retail11.5%144.1%15.0%
10 Kings Park Road, West Perth (1,2)9.8Office12.9%344.3%37.9%
79 McCoy St, Myaree7.3Industrial11.2%226.1%28.5%
888 Nicholson Rd, Canning Vale4.5Large Format Retail9.7%195.6%31.0%
2 Kings Park Rd, West Perth6.4Office12.0%238.7%33.6%
Sheffield House, Hay St Mall, Perth (1)11Office/Retail13.1%250.2%26.7%
APIL Wingate St Leonards Office Trust3.6Office/Retail8.75%179.1%30.5%

Please note:  Past performance is not a reliable indicator of future performance

Note;

  1. Initial syndicate term extended
  2. APIL retired as Trustee

+ ‘Capital Returned to Investors’ (after all fees and costs and before tax) represents the capital returned to investors, including the return of the investors initial equity invested.

# ‘Average Total Annual Return on Equity’ (PA) is calculated as the sum of the Capital Profit % on Investors Equity (does not include the initial equity invested) divided by the time the asset was held, plus, the Average Yield PA %. The returns are after all fees and costs, and before tax.

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