UBS CBRE Property Securities Fund
About this Fund
|FUND MANAGER||CBRE Investment Management|
|INVESTMENT STYLE||The Fund aims to provide investors with a growing and reliable income, plus capital growth, from a portfolio of mainly Australian Real Estate Investment Trusts.|
|INVESTMENT PROFILE||The Fund's investment objective is to outperform (after management costs) the S&P/ASX 300 Property Accumulation Index when measured over rolling five year periods.|
|BENCHMARK||S&P/ASX 300 Property Accumulation Index|
|FUND SIZE||S&P/ASX 300 Property Accumulation Index|
|NO. OF HOLDINGS|
Benefits of investing in UBS CBRE Property Securities Fund
By investing in the Fund, you gain access to an actively managed, property securities portfolio of mainly Australian property securities.
An investment in the Fund has a number of benefits, including:
Risk Level - High
The Fund is best suited to investors who seek exposure to a well-diversified portfolio of mainly Australian property securities. Investment returns will fluctuate and may even be negative in some periods.
Eligible investments of the Fund comprise property securities listed on Australian and international recognised exchanges or those we reasonably expect to list within six months.
The Fund may invest in financial derivatives to adjust exposure to property securities or to manage investment risk.
The Fund can hold a maximum of 20% international property securities and a maximum of 5% Australian listed non benchmark securities.
If international property securities are held in the portfolio, they will not necessarily be hedged to the Australian Dollar.
How we invest your money
Asset Class / Maximum
*Effective exposure may include derivatives.