Created an open-ended property-backed Retail Fund designed to enhance the underlying income performance of property through the use of conservative gearing.
The Fund achieved a four star investment rating from ASSIRT and was accessed by financial planners via several wrap platforms. Following establishment and the gaining of a four star performance rating, the product was sold to Real Estate Capital Partners which operates the Fund today.
*The product was conceived, created and managed by Mark Davidson in his capacity as CEO of Trafalgar Corporate Group.
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The three year performance rating while managed by Mark Davidson was 28 per cent per annum, as determined by AEGIS. Funds under management at the time of disposition exceeded $100 million.
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