Zurich Investments Australian Property Securities Fund
The Zurich Investments Australian Property Securities Fund offers investors the benefits of investing with a fund manager that has access to a global network, quality research and a consistent application of design, methodology and risk management.
Fund objectives
The fund aims to:
provide an income stream,
provide capital growth over the medium to long term
outperform the S&P/ASX 300 AREIT Accumulation Index over a period of five years
provide exposure to a range of property securities, spread across retail, commercial and industrial property sectors.
Investment strategy
The fund aims to identify and invest in property securities whose market price is less than its intrinsic value, based on research and an assessment of their underlying value. The fund employs a bottom-up style and choice of securities is not limited to those represented in the industry benchmark.
Key features and benefits
Features
Benefits
Provides income and capital growth.
You benefit from a fund that provides consistent levels of income to allow you to manage your cash flow.
Well diversified property securities portfolio.
You participate in the growth of real estate investment trusts in Australia.
Managed by a team of highly experienced portfolio managers with a long track record.
You get comfort from knowing the depth and experience of the investment team.
About the manager
Zurich Investments provides exclusive access to specialist managers recognised as being the best in their area of expertise. Zurich Investments has appointed Renaissance Property Securities Pty Ltd (Renaissance) as its strategic investment partner for the Zurich Investments Australian Property Securities Fund. Renaissance was established in April 2003 as a division of Renaissance Asset Management and combines over 28 years of Australian property securities investment management experience.
Watch Carlos Cocaro from Renaissance (wmv 4.36 mins) portfolio manager of the Zurich Investments Australian Property Securities Fund, provide you with an overview of the fund including an outline of the investment approach.
How the Fund works
Vision impaired users can call 131 551 for a verbal description of this chart.
Who is it suitable for?
The fund is suited to investors seeking:
capital growth and income
a diversified portfolio of property securities
a medium to long term investment of five or more years.
At a glance - Zurich Investments Australian Property Securities Fund
Investment universe
Listed Australian Property Securities, with up to 20% of the portfolio invested in property securities listed on foreign stock exchanges.
Investment style
Value
Target return
1.5% p.a. above the benchmark over rolling
3 year periods
Tracking error
Between 0.75% and 2.5% p.a.
Benchmark
S&P/ASX 300 AREIT Accumulation Index
Risk profile
Medium
Suggested investment timeframe
Five years
Distribution frequency
Quarterly
How to invest
Zurich Investments Funds are available directly from Zurich, by completing the application form in the relevant Product Disclosure Statements, below. The funds are also available on a number of external master trusts, for more information contact your financial adviser or call the Zurich Client Service Centre on 131 551.
Investments
Zurich Investments Australian Property Securities Fund
APIR ZUR0064AU
ARSN 089 663 025
Important Information: Investors should always consider the relevant Product Disclosure Statement (PDS) when making decisions about this financial product. The information contains general advice only and no account has been taken as to the financial circumstances, needs or objectives of any person. We strongly recommend that investors consider the PDS and their specific financial needs and objectives with a suitably qualified financial and taxation adviser when committing to decisions about this financial product. The information on this page is specific to the Zurich Investments Australian Property Securities Fund (ARSN 089 663 025), which is issued by Zurich Investment Management Limited ABN 56 063 278 400 AFSL 232511, 5 Blue Street North Sydney NSW 2060 (Zurich Investments). The content of this web page is given in good faith and is derived from sources believed to be accurate, 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. Neither Zurich Investments Management Limited ABN 56063278400 AFSL 232511 nor any of its related entities, employees or directors give any warranty of reliability or accuracy nor accept any responsibility arising in any way including by reason of negligence for errors and omissions. Applications can only be made on the application form included in the current Product Disclosure Statement.
Australian Property Securities Fund specific links
