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Managed funds

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.

 

  • Overview

    How the fund works

    Zurich’s Australian 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 a period of five years.

    Watch the following short videos to find out how Zurich’s Australian Property Securities Fund works.


    Click on the thumbnails below to learn more about the Australian Property Securities Fund:
  • About the manager

    About the manager

    Zurich Investments provides exclusive access to specialist managers recognised as being amongst the best in their area of expertise. We appointed Renaissance Property Securities Pty Ltd (Renaissance) as the strategic investment partner for the fund in November 2005.

    Renaissance, a boutique manager established in April 2003, is owned by two experienced investment 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.

    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 investment team conducts rigorous individual stock research with the choice of securities not limited to those represented in the industry benchmark.

     

    Carlos Cocaro
    Portfolio Manager
    Damien Barrack
    Portfolio Manager
  • Performance

    Performance


    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. The benchmark return shown is a gross return. Figures shown are rounded to two decimal places.

    The full name of the benchmark in the performance table is S&P/ASX 300 AREIT Accumulation Index.

    *Inception date is 28 February 2000

    Download latest Fund Focus report
  • Charts

    Select Chart:

    Performance figures are net of ongoing fees and expenses. The performance figures quoted are historical, calculated on an annualised basis using daily unit redemption prices, and do not allow for the effects of income tax or inflation. Total returns assume the reinvestment of all distributions. Growth returns are the returns due to change in initial capital value. Distribution returns are the returns due to the distributions paid which may include net realised capital gains. The Net Asset Value is used in the unit price chart.

    The full name of the benchmark in the chart is S&P/ASX 300 AREIT Accumulation Index.

    © Copyright 2018 Morningstar. All rights reserved.

  • Downloads

    Australian Property Securities Fund documents


    Australian Property Securities Fund's recent performance

 

 

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Recommended by

The Australian Property Securities Fund is recommended by these leading research houses:

Lonsec Research

Highly Recommended
The 'Highly Recommended' rating indicates that Lonsec has very strong conviction the financial product can generate risk adjusted returns in line with relevant objectives and is considered an appropriate entry point to this asset class or strategy.*

Morningstar Gold

Gold as at 21 May 2018
Funds with a Gold rating are our highest conviction recommendations and stand out as best of breed for their investment mandate.#

SQM rating 4¼ stars

Superior 4.25 Star Rating
A ‘Superior’ rating with SQM Research means it is deemed a high investment grade and is suitable for inclusion on most APLs. SQM Research considers the Fund has substantial potential to outperform over the medium-to-long term. Past returns have tended to be strong. PDS compliance processes are high-quality. There are no material corporate governance concerns. Management is of a very high calibre.+

Zenith


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



   

Award winning

 


Zenith Fund Awards Winner: AREIT
Zurich and Renaissance Property Securities are the Zenith Fund Awards Winner for 2017, 2018 and 2019 in the AREIT category.~

Morningstar Awards 2017


Fund Manager of the Year: Property & Infrastructure
Zurich and Renaissance Property Securities win 2017 Morningstar Fund Manager of the Year in Property & Infrastructure Category.°

Money Magazine Award 2018


Best Property Securities Fund
The Zurich Australian Property Securities Fund was awarded Best Property Securities Fund category in Money magazine’s 2018 and 2019 Best of the Best awards

   

© Zurich

* The Lonsec Rating (assigned March 2018) presented in this document is published by Lonsec Research Pty Ltd ABN 11 151 658 561 AFSL 421 445. The Rating is limited to "General Advice" (as defined in the Corporations Act 2001 (Cth)) and based solely on consideration of the investment merits of the financial product(s). Past performance information is for illustrative purposes only and is not indicative of future performance. It is not a recommendation to purchase, sell or hold Zurich Investment product(s), and you should seek independent financial advice before investing in this product(s). The Rating is subject to change without notice and Lonsec assumes no obligation to update the relevant document(s) following publication. Lonsec receives a fee from the Fund Manager for researching the product(s) using comprehensive and objective criteria. For further information regarding Lonsec's Ratings methodology, please refer to the website at: http://www.lonsecresearch.com.au/research-solutions/our-ratings

 # © 2018 Morningstar, Inc. All rights reserved. Neither Morningstar, its affiliates, nor the content providers guarantee the data or content contained herein to be accurate, complete or timely nor will they have any liability for its use or distribution. Any general advice or ‘class service’ have been prepared by Morningstar Australasia Pty Ltd (ABN: 95 090 665 544, AFSL: 240892) and/or Morningstar Research Ltd, subsidiaries of Morningstar, Inc, without reference to your objectives, financial situation or needs. Refer to our Financial Services Guide (FSG) for more information at www.morningstar.com.au/s/fsg.pdf. You should consider the advice in light of these matters and if applicable, the relevant Product Disclosure Statement before making any decision to invest. Our publications, ratings and products should be viewed as an additional investment resource, not as your sole source of information. Past performance does not necessarily indicate a financial product’s future performance. To obtain advice tailored to your situation, contact a professional financial adviser. Some material is copyright and published under licence from ASX Operations Pty Ltd ACN 004 523 782 ("ASXO").

+ Issued by SQM Research Pty Ltd ABN 93 122 592 036 AFSL 421913. SQM Research is an investment research firm that undertakes research on investment products exclusively for its wholesale clients, utilising a proprietary review and star rating system. The SQM Research star rating system is of a general nature and does not take into account the particular circumstances or needs of any specific person. The rating may be subject to change at any time. Only licensed financial advisers may use the SQM Research star rating system in determining whether an investment is appropriate to a person’s particular circumstances or needs. You should read the product disclosure statement and consult a licensed financial adviser before making an investment decision in relation to this investment product. SQM Research receives a fee from the Fund Manager for the research and rating of the managed investment scheme.

 ^ The Zenith Investment Partners (“Zenith”) Australian Financial Services License No. 226872 rating (assigned July 2018) 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

~ The Zenith Fund Awards were issued 11 October 2019 by Zenith Investment Partners (ABN 27 130 132 672, AFSL 226872) and are determined using proprietary methodologies. The Fund Awards are solely statements of opinion and do not represent recommendations to purchase, hold or sell any securities or make any other investment decisions. To the extent that the Fund Awards constitutes advice, it is General Advice for Wholesale clients only without taking into consideration the objectives, financial situation or needs of any specific person. Investors should seek their own independent financial advice before making any investment decision and should consider the appropriateness of any advice. Investors should obtain a copy of and consider any relevant PDS or offer document before making any investment decisions. Past performance is not an indication of future performance. Fund Awards are current for 12 months from the date awarded and are subject to change at any time. Fund Awards for previous years are referenced for historical purposes only.

° Morningstar Awards 2017©. Morningstar, Inc. All Rights Reserved. Awarded to Zurich / Renaissance Property Securities for Fund Manager of the Year Property & Infrastructure Category, Australia 2017.

Important Information: Before investing in Zurich Investments Australian Property Securities Fund please consider the Fund Product Disclosure Statement (PDS)(available through www.zurich.com.au) 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. You should consider these factors, the appropriateness of the information and the PDS before making a decision. Past performance is not a reliable indicator of future performance. Investments are not available to residents of countries other than Australia. Zurich Investment Management Limited ABN 56 063 278 400, AFSL 232511, GIIN FVHHKJ.00012. ME.036 of 5 Blue Street North Sydney Australia is the Fund responsible entity.