About this Fund
|FUND MANAGER||Contact Asset Management|
|ASSET CLASS||LISTED INVESTMENT COMPANY|
|INVESTMENT STYLE||URB invests in a diversified portfolio of assets with exposure to urban renewal and regeneration.|
|INVESTMENT PROFILE||URB seeks to capture long-term value and maximise total securityholder return through a combination of capital and income growth.|
|NO. OF HOLDINGS||20-40|
Benefits of investing in URB
About the Fund
URB is a research driven, listed investment company, focused on capturing long-term value by investing in a diversified portfolio of assets with exposure to urban renewal and regeneration. Listed on the Australian Stock Exchange (URB.ASX) and managed by Contact Asset Management, an investment in URB gives shareholders access to a diversified portfolio of Equity Assets exposed to urban renewal as well as direct access to exclusive urban renewal deals through a co-invest agreement with Soul Pattinson in all Direct Property opportunities.
The Company's investment objective is to:
How we invest your money
URB's Investment Strategy is to create an actively managed portfolio of Equity Assets and Direct Property Assets. These assets will all have exposure to urban renewal and regeneration.
The Investment Manager is responsible for the construction of the Investment Portfolio in accordance with the Investment Strategy and any investment guidelines agreed between Contact and the Company in accordance with the terms of the Investment Management Agreement.
In terms of the composition of the Investment Portfolio:
The Investment Strategy does not include: