Includes large well-known Australian companies
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FOCUS SERIES
Our Property Securities Portfolio offers investors exposure to the Australian property sector by investing in a range of ASX-listed real estate investment trusts (REITs).
The portfolio provides exposure to listed Australian property across a broad range of sectors including office, retail, industrial, residential, and healthcare.
It suits investors seeking income and capital growth from Australian listed property.
Includes large well-known Australian companies
| Investment Universe | Benchmark | Emphasis | Diversification | Strategy Inception | Management Fee |
|---|---|---|---|---|---|
| Listed ASX Securities that invest in and or Manage Property Investments | S&P/ASX S&P/ASX 300 Property Trust Accumulation Index | Capital growth and income | 15-25 positions | 1 August 2019 | 0.65% |
Goodman Group, Vicinity Group, Scentre Group, GPT Group, Cedar Woods, Aspen Group, Charter Hall Group, Gemlife, Peet Limited, Stockland
Portfolio Manager: Jack Magann.
Chief Investment Officer: Peter Durbin.
Lead Portfolio Manager: Luke Durbin.
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