The strategy is a long-only portfolio of Australian listed property and property related securities. The objective of the strategy is to outperform the S&P/ASX 200 A-REIT Total Return Index (after fees) over rolling five-year periods.
The strategy is a long-only portfolio of Australian listed property and property related securities. The objective of the strategy is to outperform the S&P/ASX 200 A-REIT Total Return Index (after fees) over rolling five-year periods.
Inception date | 28 February 1994 |
Benchmark | S&P ASX 200 A-REIT Total Return 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 |
Investment Manager |