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 understand, run by good management, priced below their valuation, &, display attractive growth prospects.
The VIP Property Securities portfolio is suitable for investors who:
The VIP Property Securities portfolio aims to be fully invested in property securities; however the portfolio can hold up to 100% allocation in cash.