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Listed Property Trusts Fund

listed-property-trusts-fund.asp

Fund overview

The Listed Property Trusts Fund provides investors with exposure to property and property related securities listed on the Australian Securities Exchange.

The Fund invests in Real Estate Investment Trusts and listed property securities, whose dominant business is property ownership, property funds management or property development, and infrastructure securities with property related assets.

Diversification is achieved primarily through investment across three key property industry sub-sectors, namely: Retail, Office, and Industrial.

In selecting securities for inclusion in the Fund the team performs extensive quantitative and qualitative research in order to estimate the future income of each security. This approach is combined with active management which gives the team the flexibility to take active positions against the index, providing more opportunities to generate enhanced returns.

Key features

  • Investment, through a single fund, in Australian Real Estate Investment Trusts and property related securities listed on the Australian Securities Exchange
  • Diversification across property industry sub-sectors, including Retail, Office, and Industrial
  • The potential for enhanced returns through fundamental research and active management, and
  • Access to the investment expertise of our experienced Australian and global property investment teams.

Standard & Poor's 4 star rating      UBS Australian Listed Property Securities Award 2010

 

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