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Presima Global Property Securities Concentrated Fund

Fund Description:  The Fund invests in an actively managed portfolio of property securities listed on share markets around the world. The Fund’s foreign currency exposures will be substantially hedged to the Australian dollar.

Investment approach: Presima has a disciplined, research-driven investment approach to managing the Fund. Through its extensive fundamental research the investment team seeks to identify high quality, undervalued investment opportunities within the global listed property securities market.

Presima’s research gains insights into the fundamental value of listed property securities. It selects investments using a bottom-up approach, which starts with an indepth understanding of the issuer’s properties, management and competitive advantage. Presima’s investment team builds proprietary financial models on the larger issuers of listed property securities in the investment universe. These models allow the investment team to screen and compare risk-adjusted expected returns across issuers in real time.

 

Fund facts

Fund objective

The Fund aims to provide a total return of 2% pa or more above the Benchmark over rolling four year periods (before fees).

 

APIR code

PPL0026AU

Inception date

31 May 2013

Benchmark

FTSE EPRA/NAREIT Developed Index Net, hedged to the Australian dollar.

Minimum suggested timeframe

5 years or more (Please note this is a guide not a recommendation)

Management Fee

1.00% p.a. of the Fund’s net asset value (including GST net of Reduced Input Tax Credit)

Minimum initial investment

$20,000

Minimum additional investment

$1,000

Risk level

High: The likelihood of the value of your investment going down over the short term is relatively high compared to investments in funds investing in other types of assets such as fixed interest or cash.

Distribution frequency

Half yearly

Indicative asset allocation ranges

Global developed markets: 80%-100%

Global emerging markets: 0%-10%

Cash and cash equivalents: 0%-10%

Typical number of stocks

30 - 40

Research ratings

Lonsec: Rated
Zenith: Rated

The above is just a snapshot of the Fund's terms and features. Further terms and conditions are set out in the Fund's PDS.

Unit prices

View all prices

How to invest in the fund


Direct investors:

Speak to your financial adviser for more information or invest directly through the Product Disclosure Statement (PDS) available under Resources.

Advisers:

Speak to your Business Development Manager for more information on available platforms.

ASX mFund Settlement Service:

If you don’t have an existing stockbroking account, contact a participating broker, such as nabtrade, today. A complete list of participating stockbrokers can be found on the ASX website.