Zurich Investments Global Property Securities Fund
The Zurich Investments Global Property Securities Fund aims to provide investors with capital growth over the medium to long-term by investing in a range of global listed property securities. Global property securities is one of the fastest growing asset classes.
Fund objectives
The fund aims to:
- provide long term capital growth
- provide global diversification
- outperform the FTSE EPRA / NAREIT Developed Index Net TRI (hedged in $A) by two to three percent per annum over a period of five years.
Investment strategy
The Fund invests in a range of global listed property securities of companies that own income producing properties or land and that intend to derive at least 50% of their revenue from the ownership, construction, financing, management or sale of commercial or residential real estate (including property sectors and sub-sectors as defined by NAREIT) or that have at least 50% of their assets in such real estate.
Key features and benefits
| Features |
Benefits |
| Well diversified property securities portfolio. |
You participate in the growth of real estate investment trusts worldwide. |
| Uniform approach to real estate investment trust research and valuation across regions. |
You benefit from a fund with a strong track record of experience in all market conditions. |
| Large dedicated specialist listed real estate investment team. |
You benefit from having a team working for you that is located across key regional markets with in depth local knowledge. |
| Managed by a highly experienced team of investment professionals with a 22 year track record. |
You get comfort from knowing the depth and experience of the investment team. |
About the manager
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Zurich Investments provides exclusive access to specialist managers recognised as being the best in their area of expertise. The Zurich Investments Global Property Securities Fund is managed by our strategic investment partner, Cohen & Steers Capital Management, Inc.
Cohen & Steers is a specialist global property securities manager. Established in 1986, based in New York and with offices in key centres around the globe, they are one of the largest specialist real estate investment managers in the world.
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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:
- a medium to long term investment
- capital growth
- exposure to global listed real estate.
At a glance - Zurich Investments Global Property Securities Fund
| Investment universe |
Property securities listed on foreign stock exchanges |
| Investment style |
Relative value |
| Target return |
2-3% p.a. above the FTSE EPRA / NAREIT Developed Index Net TRI over rolling 3 year periods |
| Tracking error |
Not targeted but typically less than 5% p.a. |
| Number of stocks held |
60 - 80 |
| Benchmark |
FTSE EPRA / NAREIT Developed Index Net TRI (hedged in $A) |
| Risk profile |
Medium to High |
| Suggested investment timeframe |
Five years |
| Distribution frequency |
Half yearly |
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.
Disclaimer
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 Global Property Securities Fund, which is the wholesale class of units in the Zurich Investments Global Property Securities Scheme (ARSN 128 162 130), 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.
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