Advance Property Securities Multi-Blend Fund - Wholesale Units
About this Fund
|FUND MANAGER||Advance Asset Management|
|INVESTMENT STYLE||The Fund is an actively managed multi-manager portfolio of predominantly International Shares.|
|INVESTMENT PROFILE||The Fund aims to outperform the Benchmark (before fees and taxes) over periods of five years or longer.|
|BENCHMARK||25% S&P/ASX 300 Property Accumulation Index / 75% FTSE EPRA/NAREIT Developed Index Hedged in AUD net TRI|
|FUND SIZE||25% S&P/ASX 300 Property Accumulation Index / 75% FTSE EPRA/NAREIT Developed Index Hedged in AUD net TRI|
|NO. OF HOLDINGS|
Benefits of investing in the Advance Property Securities Multi-Blend Fund - Wholesale Units
The key benefits of the Fund are as follows:
The Advance Property Securities Multi-Blend Fund
is ideal for investors seeking a more diverse property securities offering than
is available through investing solely in Australian listed property securities.
About the Fund
The Fund is a specialised property fund that
invests in global property security trusts and other property related shares.
To provide investors with a total investment
return (before fees and taxes) that outperforms the benchmark over periods of
five years or longer.
How we invest your money
The Fund invests in a wide range of property securities listed, or expected to be listed, on major world stock exchanges which derive the bulk of their income from property rental income and/or development as well as infrastructure securities. Effectively this strategy provides the listed equivalent of direct property ownership. The Fund is typically hedged back into Australian dollars.
Unless otherwise indicated, a reference in the PDS to a Fund, or (where applicable) an Underlying Fund, investing in a specific asset or asset class includes all types of investments which give exposure to that asset and related asset class, directly or indirectly, including through derivatives and investment in other funds, and through any type of investment which would ordinarily be understood in financial markets to be included in that class.
We have the right to make changes to the Fund at any time, and in some cases without prior notice. This could include closing or terminating the Fund, or amending its investment parameters, including the investment objective and strategy, investment manager(s), buy-sell spread or asset class allocation ranges and currency strategy (if applicable). We will inform you about any material change to the Fund's details in your next regular communication or as otherwise required by law. Details of any change will be available on advance.com.au/pdsupdates.