MA Financial: sale of MA aged care fund delivers strong returns

MA Financial: sale of MA aged care fund delivers strong returns

MA Aged Care Fund Delivers Strong Returns Amid Sector Growth

The MA Aged Care Fund, managed by MA Financial Group, has reported robust performance in the 12 months to December 31, 2025, with a one-year total return of 87.2% and a three-year return of 27.58% according to fund data. The fund, which focuses on the Australian aged care sector, targets exposure to established operators with portfolios of refurbished facilities and new development projects. As of December 2025, the fund's assets under management (AUM) stood at $138.09 million, with a unit price of $1.9727 as reported.

The fund's strategy emphasizes long-term value through investments in property and infrastructure, with 100% of its allocation dedicated to this sector. This approach aligns with broader trends in the aged care industry, driven by demographic shifts and increasing demand for specialized healthcare services. The fund's performance reflects its focus on capital growth, with its one-year growth return reaching 105.49%, partially offset by a negative income return of -18.29%.

MA Financial's overall financial results for FY25 underscore the strength of its diversified asset management platform. The group reported record fund inflows and a 49% year-on-year increase in AUM, reaching $15.3 billion. While the Aged Care Fund operates independently, its success contributes to MA Financial's broader earnings momentum, which includes growth in private credit, real estate, and lending divisions.

The fund, established in November 2017, maintains a minimum investment threshold of $50,000 and caters to both retail and wholesale investors. Its performance highlights the potential of niche sectors within alternative assets, particularly as MA Financial continues to expand its real estate and private credit capabilities through strategic acquisitions, such as the acquisition of IP Generation.

With the aged care sector projected to remain resilient, the MA Aged Care Fund's returns demonstrate the viability of targeted investments in specialized infrastructure. Investors may continue to monitor the fund's alignment with macroeconomic trends and regulatory developments in Australia's healthcare landscape.

MA Financial's acquisition of IP Generation expanded its real estate AUM to $8 billion as of May 2025: MA Financial's acquisition of IP Generation expanded its real estate AUM to $8 billion as of May 2025.
FY25 results show MA Financial's AUM grew 49% to $15.3 billion: FY25 results show MA Financial's AUM grew 49% to $15.3 billion.
Data sourced from the MA Aged Care Fund's profile as of December 31, 2025: Data sourced from the MA Aged Care Fund's profile as of December 31, 2025.