Property Securities Portfolio

The VIP Property Securities Portfolio aims to provide tax advantaged income and long term capital growth from investment in an actively managed, concentrated portfolio of property and property related companies and trusts listed on the ASX. The portfolio invests in 4 to 10 Australian Real Estate Investment Trusts (AREIT’s) listed on the S&P/ASX 200 A-REIT Accumulation Index that have been selected via a quantitative and qualitative screening process. These potential companies then must align with the macroeconomic themes identified by our team of analysts and independent advisers to invest in companies that benefit from future economic headwinds. Finally, the potential investment are screened by risk models to ensure that diversification is maintained and investors are not exposed to unexpected levels of risk in order to generate a return which exceed the benchmark. This process aims to short list companies that are transparent and easy to understandrun by good managementpriced below their valuation, &, display attractive growth prospects.

Investor Suitability

The VIP Property Securities portfolio is suitable for investors who:

  • Seek exposure to a portfolio of listed property trusts and property related securities.
  • Require a relatively regular income stream.
  • Accept risks consistent with a concentrated portfolio of property and property related shares. ​
  • Are prepared to invest for the minimum investment time frame of between 5 and 7 years understanding capital preservation is not guaranteed.

Portfolio Literature

Portfolio Characteristics

Indicative Asset Allocation

95% Property Securities & 5% Cash

The VIP Property Securities portfolio has the capacity to invest between 0% - 98% in Australian Listed Property Trusts and 2% - 100% in cash. Although the Investment Committee aims to be fully invested in Australian Real Estate Investment Trusts the portfolio can hold up to 100% cash in order to properly de-risk the portfolio in cases of severe market corrections.

Portfolio Details