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FirstChoice WS Inv - First Sentier WS Property Securities
About this Fund
Fund Detail
| PDS | https://informedinvestor.com.au/view/pds/100049-2024-03-16-02:22.pdf |
| FUND MANAGER | First Sentier Investors |
| ASX Code | |
| APIR | FSF0004AU |
| ASSET CLASS | PROPERTY |
| INVESTMENT STYLE | The Fund invests in a portfolio of Australian listed property securities. |
| INVESTMENT PROFILE | To provide medium-to-long-term capital growth and income to the investor. |
| CURRENCY MANAGEMENT | AUD |
| INCEPTION DATE | 27-07-2017 |
| BENCHMARK | S&P/ASX 200 A-REIT Accumulation Index |
| FUND SIZE | S&P/ASX 200 A-REIT Accumulation Index |
| DISTRIBUTION FREQUENCY | Quarterly |
| NO. OF HOLDINGS | 14 |
| FEES | 0.82% p.a. |
| STRUCTURE |
Benefits
| Benefits | The Fund aims to provide capital growth and income from a diversified portfolio of listed property investments. The strategy is to invest in a diversified portfolio of predominantly Australian property securities. The investments are managed by a number of leading property securities managers, which is designed to deliver more consistent returns with less risk than would be achieved if investing with a single investment manager.BenefitsThe fund is part of a much larger group of funds under the FirstChoice WholesaleInvestments and the beenfits are common to each of those options. Value FirstChoice Wholesale Investments is a leader in providing value for money. We provide what you want - a great platform at a competitive price. Service Our brand is synonymous with service excellence. You will receive fast and personal service. Choice Over 130 investment options and over 60 investment managers give you real choice and diversity, across specialist boutiques and leading brands. Investment options With FirstChoice Wholesale Investments, you can access a vast range of investment opportunities from well-respected Australian and international investment managers, including specialist boutique investment managers, across different asset classes such as shares, fixed interest, property and cash, all in the one place. More than 130 ways to achieve your specific investment goals FirstChoice Wholesale Investments has more than 130 investment options across different asset classes and investment managers so that you can tailor an investment portfolio to meet your needs. |
| RISK LEVEL | |
| INVESTOR SUITABILITY |
Risks
| Title | |
| Detail |
Key Features
The option's strategy is to bring together specialist resources in order to identify undervalued Australian real estate securities with minimal downside risk, sustainable earnings growth and good qualitative attributes. The option uses proprietary forecasting and valuation methodologies and a disciplined portfolio construction process with an over-riding focus on absolute and relative risk. The option invests predominantly in Australian securities and therefore does not hedge currency exposure. |
Mandate
Asset AllocationProperty securities 100% Cash 0% |