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The strategy is a long-only portfolio of Australian listed property and property related securities. The objective of the strategy is to outperform the Benchmark (before fees) over a rolling 5 years period.

Inception date 28 February 1994
Benchmark S&P ASX 200 A-REIT Accumulation Index 
Investment approach The Listed Property strategy is an actively managed, concentrated fund that aims to provide tax efficient growth and income from investment in listed property related securities.
Portfolio Manager


Brett McNeill

Investment Manager