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Australian Property Securities
Delivers a portfolio of Australian listed property stocks complemented by a selection of property related securities.
Investment Process
Focuses on delivering a diverse portfolio of property and property related securities, allowing up to 10% of the portfolio to be invested in offshore real estate investment trusts (REITs). Takes into account a number of quantitative and qualitative factors, including property fundamentals, earnings quality and management strength.
Target Performance
At least 1% pa above the S&P/ASX 200 Listed Property Trusts Accumulation Index (before fees) over rolling 3 year periods.
Target Tracking Error
<4% pa
Number of Stocks
25 (on average)
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