Zurich Investments Australian Property Securities Fund
About this Fund
|FUND MANAGER||Renaissance Property Securities|
|INVESTMENT STYLE||The Fund invests in a range of property securities, spread across retail, commercial and industrial property sectors.|
|INVESTMENT PROFILE||The Fund aims to outperform the S&P/ASX 300 Property Trusts Accumulation Index over a period of five years.|
|BENCHMARK||S&P/ASX 300 AREIT Accumulation Index|
|FUND SIZE||S&P/ASX 300 AREIT Accumulation Index|
|NO. OF HOLDINGS|
Benefits of investing in the Zurich Investments Australian Property Securities Fund
The benefits of investing in the Zurich Investments Australian Property Securities Fund include:
The likelihood of the value of your investment going down over the short term is very high as compared to investment in funds which invest in assets such as cash or fixed interest.
The fund is suitable for investors seeking capital growth and some income from a diversified portfolio of listed property securities.
Zurich Investments Australian Property Securities Fund suits investors seeking exposure to Australia's diverse property market, through investing in property trusts listed on the ASX. The Fund aims to provide capital growth and regular income over the medium-to-long term, and when added to an existing portfolio, contributes to a growth allocation.
The fund aims to:
In managing the Zurich Investments Australian Property Securities Fund, Zurich Investments aims to identify and invest in property securities whose market price is less than what we believe it should be, based on what our fund research suggests is their underlying value. The Fund is also subject to our assessment of general themes/trends in the broad/wholesale property market. In our choice of securities, Zurich Investments is not limited to those represented in the industry benchmark.
How we invest your money
Australian Property Securities, with up to 20% of the portfolio in property- related securities not included in the benchmark.
Asset allocation and range
Change to Investment Strategy
Zurich Investments may change the Fund's investment strategy (including by adding or removing asset classes or varying asset allocation ranges and performance benchmarks) and the investment manager used at any time. Investors will be notified of any changes as set out under Updated Information', on page 1 of the PDS.