Resolution Capital Global Property Securities Fund (Unhedged) - Series II
About this Fund
|FUND MANAGER||Resolution Capital|
The Fund invests primarily in REITs and real estate securities that are listed, or soon to be listed, on stock exchanges around the world and will also have some exposure to cash.
The Fund aims to achieve an annual total return that exceeds the total return of the Benchmark after fees on a rolling 3 year basis.
|BENCHMARK||FTSE EPRA/NAREIT Developed Index (AUD) Net TRI|
|FUND SIZE||FTSE EPRA/NAREIT Developed Index (AUD) Net TRI|
|NO. OF HOLDINGS||30-60|
Benefits of investing in the Resolution Capital Global Property Securities Fund (Unhedged) - Series II
Investing in the Fund offers a number of benefits, including:
An investment in the Fund may suit you if you are seeking a medium to long-term investment in global listed REITs and other real estate securities with the potential for income distributions and capital growth.
|RISK LEVEL||High - Very High|
For investors who are prepared to take more risk in exchange for potentially higher returns on their investments over the longer term. Investors are should be comfortable with volatility and with the possibility of negative returns.
About the Fund
The Fund invests primarily in REITs and real estate securities that are listed, or soon to be listed, on stock exchanges around the world and will also have some exposure to cash. The Fund aims to provide income and some capital growth over the long-term.
Resolution Capital is a value-oriented investment manager with the objective of delivering superior risk-adjusted returns over the long-term relative to recognised industry benchmarks. This is achieved through investment in a concentrated portfolio of carefully selected listed real estate securities with an emphasis on avoiding permanent impairment of capital. Securities in which the Fund invests are diversified across a range of real estate sectors and geographic regions, focusing on investments in the developed markets of North America, the U.K, Europe and Asia Pacific.
The Global Fund (Unhedged) II's investment objective is to exceed the total returns of the Benchmark after fees on a rolling 3 year basis. In doing so, the Global Fund (Unhedged) II aims to provide Investors with a level of distributable income combined with the potential for long term capital growth sourced from global real estate based revenue streams.
How we invest your money
The Fund primarily invests in global listed REITs and real estate securities that derive most of their returns from rental income. The Fund's investments provide exposure to a range of underlying real estate from around the world including office buildings, shopping centres, industrial warehouses, residential communities, hotels and healthcare facilities. The Fund may also have exposure to companies which undertake activities such as real estate development, real estate construction contracting and real estate funds management activities.
Resolution Capital believes that optimum risk-adjusted returns can be achieved through a concentrated portfolio of 30 to 60 stocks. In constructing the portfolio, bottom-up stock analysis is combined with the identification of broader investment and direct real estate market themes.
Resolution Capital adopts a multiple portfolio manager' approach for its global portfolio construction. This approach tests the conviction of individual portfolio managers, encourages greater involvement from the broader investment team and mitigates key person risk.
For reasons of investment efficiency, the Fund may gain its exposure by holding units in other managed investment schemes managed by Resolution Capital.