A concentrated portfolio of listed property trusts owning some of the most recognisable properties in Australia.
The portfolio aims to provides 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 companies 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. Furthermore, property cycles in different market segments do not occur in sync and we assess which sub-sectors in the property market are going to perform best at any point in the broader market and economic cycle. Finally, potential investments 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 exceeds the benchmark. This process aims to short list companies that are transparent and easy to understand, run by good management, priced below their valuation, and display attractive growth prospects.