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Global Property Securities Fund

Our Global Property Securities Fund gives investors access to a diversified portfolio of property securities listed on global sharemarkets. In normal circumstances, our Fund is hedged back to Australian dollars with the aim of minimising the volatility of investment returns due to currency fluctuations.

Key features

  • exposure to a global portfolio by investing in property securities listed on sharemarkets in the USA, Europe, Asia, and Australia
  • access to regional property specialists in each region with a strong track record and expertise, who understand the local dynamics in their region
  • diversification opportunities by accessing a range of property companies and sectors not available in the Australian listed property market
  • an established track record in managing global listed property securities
  • available on and off-platform (minimum investment $30,000)

Fund facts
APIR code

AMP0974AU (Class A units)
AMP1073AU (Private Client units)
AMP0686AU (Wholesale units)
Fund aim To provide medium to high returns over the long term while accepting high levels of volatility.
Risk level High
Time frame Minimum 5 to 7 years
Inception date 29 November 2004 (Class A units)
10 April 2006 (Private Client units)
30 September 2002 (Wholesale units)
Benchmark UBS Global Real Estate Investors Index
Available On and off-platform

 

Standard and Poor's 2007 Finalists

Adviser Edge
Lonsec Recommended
S&P 4stars

 

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Lonsec Limited ("Lonsec") (ABN 56 061 751 102) rating current as at January 2007. Any Lonsec rating presented is limited to "General Advice" and based solely on consideration of the investment merits of the financial product(s). It is not a recommendation to purchase, sell or hold the relevant product(s), and you should seek independent financial advice before investing in this product(s). The rating is subject to change without notice. Lonsec receives a fee from the fund manager for rating the product(s) using comprehensive and objective criteria.

 

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