Joss Engebretsen | Unpacking NDIS & Specialist Disability Accommodation

In today’s ROCast Murdoch speaks with Joss Engebretsen Portfolio Manager at Barwon Investment Partners for the Barwon Disability Accommodation Fund.

If you have any loved ones with Special Disability Accommodation needs or you have been following the SDA or NDIS in the news, then I think you are really going benefit from the insights Joss shares on these areas.

For people unfamiliar with these schemes. Joss unpacks what exactly is the National Disability Insurance Scheme & Specialist Disability Accommodation. Joss shares his thoughts on what improvements should been implemented in the scheme’s, what risks to avoid and how they are investing in Specialist Disability Accommodation, which is both favourable for their clients and investors.

The fund has been around for 2 years, the fund targets a total return of 8-10% comprising of an income distribution yield of 5-7%. The fund has returned 14% over the past 12 months with 4.85% income and 9% capital growth.

Before we get into the podcast, I would also like to encourage you to listen to the disclaimer at the end of this ROCast and to keep your feedback coming.

You can reach me at mgatti@ywm.com.au

I hope you enjoy this conversation as much as I did, so sit back, relax and enjoy.