Fund at a Glance

Investment Options:

1. Income Units 

2. Growth Units 

Unit Price

August 2017

Income Units

$1.00

Growth Units

$1.00

Minimum Investment

$2,000

Additional Investments

$500

Distributions

Monthly (Management Company Units - Quarterly.)

Redemption

After first 12 months, quarterly**

* Investors should note that any reference to past performance is not a reliable guide to future performance. 

Please refer to the PDS for each Unit class for details and please read the Key Risks section of the PDS.

** Redemption facility is subject to terms and conditions. Details are included in the PDS.

Who We Are

The Sterling Income Trust (“SIT” or “Trust”) is a registered managed investment scheme offering two investment opportunities.

Income Units:

  • First offered in May 2013

  • Average distribution of 9.27% pa since May 2013

  • Distributions paid monthly

  • 100% Tax deferred

  • 4 years track record

  • Share of rental management fees earned under rental management agreement

Growth Units: 

  • First offered February 2017

  • Target distributions of 12% pa*

  • Distributions paid monthly

  • Income shared from established businesses

  • Share of revenue from sale of Rental Management Agreements

 

 

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