Australian Property Securities Fund

Zurich Investments’ Australian Property Securities Fund suits investors seeking exposure to Australia’s diverse property market, through investing in property trusts listed on the ASX. The Fund aims to provide capital growth and regular income over the medium-to-long term, and when added to an existing portfolio, contributes to a growth allocation.

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How the fund works

Watch this short video to find out how Zurich’s Australian Property Securities Fund works.

Performance

Zurich’s Australia Property Securities Fund aims to provide investors with an income stream and capital growth over the medium to long term. The Fund aims to outperform the S&P/ASX 300 AREIT Accumulation Index over rolling 5 year periods. The fund has generated 8.5% p.a. return since inception.

Fund performance after fees1 - as at June 2016

  1 year
%
3 years
% p.a.
5 years
% p.a.
10 years
% p.a.
Since inception
% p.a.
 Growth 19.1 13.7 13.3 -2.8 1.3
 Income 4.3 4.6 5.3 6.9 7.2
 Total 23.4 18.3 18.6 4.1 8.5
 Benchmark 24.6 18.5 18.0 2.9 7.8

Recommended by

The Australian Property Securities Fund is recommended by this leading research house:

Zenith
Highly Recommended
Recommended products are deemed strong investments within their respective asset class, typically rating first quartile on most criteria.2

 

Strategic investment partner

Renaissance Property Securities Pty LtdRenaissance Property Securities Pty Ltd is a boutique Manager owned by the two experienced professionals who directly manage the Zurich Fund. With over 45 years’ combined experience, investors benefit from the Fund Managers’ successful track record and focused expertise in Australian property securities investing.


*Please note Renaissance Property Securities Pty Ltd was appointed as Investment Manager to the Zurich Investments Australian Property Securities Fund in November 2005.

1 Performance returns quoted are compound rates of return calculated on exit prices and assume reinvestment of distributions. Returns are calculated net of all ongoing fees and any taxes payable by the fund. Total return includes both growth and distribution returns. Growth return is the change in exit price over the relevant period. The benchmark return shown is a gross return. Please note that figures shown are rounded to two decimal places, therefore some rounding errors may occur.

2 The Zenith Investment Partners (“Zenith”) Australian Financial Services License No. 226872 rating (assigned December 2015) referred to in this document is limited to “General Advice” (as defined by the Corporations Act 2001) for Wholesale clients only. This advice has been prepared without taking into account the objectives, financial situation or needs of any individual. It is not a specific recommendation to purchase, sell or hold the relevant product(s). Investors should seek independent financial advice before making an investment decision and should consider the appropriateness of this advice in light of their own objectives, financial situation and needs. Investors should obtain a copy of, and consider the PDS or offer document before making any decision and refer to the full Zenith Product Assessment available on the Zenith website. Zenith usually charges the product issuer, fund manager or a related party to conduct Product Assessments. Full details regarding Zenith’s methodology, ratings definitions and regulatory compliance are available on our Product Assessment’s and at http://www.zenithpartners.com.au/RegulatoryGuidelines

Important Information:

This publication is dated July 2016, is given in good faith and is derived from sources believed to be accurate as at this date, which may be subject to change. It should not be considered to be a comprehensive statement on any matter and should not be relied on as such. Before investing in Zurich Investments Australian Property Securities Fund please consider the Fund Product Disclosure Statement (PDS) as the PDS contains important information. Information concerning the Zurich Investments Australian Property Securities Fund is general advice only. It does not consider your personal financial circumstances, needs or objectives. Past performance is not a reliable indicator of future performance. Performance returns are quoted as net of fees and taxes. Zurich Investment Management Limited ABN 56 063 278 400, AFSL 232511, GIIN FVHHKJ.00012. ME.036 of 5 Blue Street North Sydney Australia (“Zurich Investments”)