OptiMix Wholesale Property Securities Trust - Class B Units
About this Fund
|INVESTMENT STYLE||The Trust invests predominantly in a diversified portfolio of Australian property securities.|
|INVESTMENT PROFILE||The Trust aims to achieve returns (before fees, charges and taxes) that exceed the Benchmark, over periods of five years or more.|
|BENCHMARK||S&P/ASX 300 A-REIT Accumulation Index|
|FUND SIZE||S&P/ASX 300 A-REIT Accumulation Index|
|NO. OF HOLDINGS|
Benefits of investing in OptiMix Wholesale Trusts
The Trust, which is part of the OptiMix Wholesale range of trusts, offers you a range of significant benefits and features including:
Ability to keep track of your investment as we supply your Service Operator with:
Information about your investment in the Trust will be provided by your Service Operator. We will provide reports on the Trust to your Service Operator who may use these reports to provide you with their own regular reporting. Your Service Operator should be your first point of reference for any investor queries.
The Trust is suitable for investors seeking exposure to the Australian property securities market and who are prepared to accept a higher variability of returns.
About OptiMix Wholesale Multi-manager Trusts
The Trust is an OptiMix multi-manager trust that adopts an active investment approach, constructing portfolios on the basis of in-depth analysis and research conducted by the OptiMix investment team on capital markets and external managers.
The Trust investments
The OptiMix investment team and the specialist managers may invest in a range of property securities and cash.
In order to gain exposure to the investment markets, the Trust may invest directly or indirectly via other unlisted trusts. The Trust will not incur additional management, entry or exit fees for this type of investing. In addition, the Trust's investment manager(s) may undertake forms of gearing by employing long/short strategies.
How we invest your money
The Trust invests predominantly in a diversified portfolio of Australian property securities through a mix of managers. The Trust is actively managed in accordance with the OptiMix multi-manager investment process.
(Asset: Benchmark / Range)