Partners Group Global Real Estate Fund (AUD)
About this Fund
|FUND MANAGER||Partners Group Management IV|
|INVESTMENT STYLE||The Fund invests in a globally diversified portfolio of real estate and related investments by investing in the Underlying Fund.|
|INVESTMENT PROFILE||The Fund invests in a globally diversified portfolio of real estate and related investments by investing in the Underlying Fund.|
|NO. OF HOLDINGS|
|FEES||Capped at 1.75% p.a. including GST net of RITC|
Benefits of investing in the Partners Group Global Real Estate Fund (AUD)
What does The Partners Group Global Real Estate Fund (AUD) offer?
What makes The Partners Group Global Real Estate Fund (AUD) attractive?
Medium to long-term investors seeking a diversified total return investment strategy.
About the Fund
What is Partners Group Global Real Estate Fund (AUD)?
Who will the Fund appeal to?
Where does it fit?
How we invest your money
The Fund will invest exclusively in the Underlying Fund, provided that it may hold short term cash deposits, or similar, for cash management purposes. The Hedged Class will implement a currency hedging strategy.
The Underlying Fund is the Partners Group Global Real Estate FCP, which is a Luxembourg open-ended mutual investment fund (fonds commun de placement or FCP), which is registered under Part II of the Luxembourg law of 17 December 2010 relating to undertakings for collective investment.
The Underlying Fund will invest in a broad range of private real estate investment opportunities.
The principal elements of the Underlying Fund's investment strategy include (i) asset allocation broadly across private real estate markets and related asset classes; (ii) sourcing investment opportunities; (iii) selecting the investments that are believed to offer superior relative value; (iv) seeking to manage the investment level and liquidity; and (v) seeking to manage risk through ongoing monitoring of the portfolio.
The long term target allocation of the Underlying Fund is shown below. The primary focus of the Underlying Fund is to generate returns from private real estate investments, which is balanced by adding liquid strategies to further diversify the portfolio and investing in sectors and regions typically less available for private investing, whilst providing a degree of liquidity to the overall portfolio.
Long-term target allocation
See pages 8-11 of the Product PDS for more information.