The objective of the Aria Fund is to generate a strong income flow and the potential for long-term capital growth from investment in property, fixed interest and cash assets.
The fund Invests in a portfolio of fixed income producing assets (including fixed interest and cash) and in property. A portion of the fund is held as cash to provide liquidity. Risk is managed by conservative investment policies, and by diversification. Distributions are paid quarterly.
The fund is at this stage limited to Category B investors as defined under the Income Tax Act 2004. This includes estates, ACC trusts and tax-exempt entities where Perpetual Trust acts as trustee.