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.
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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:
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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 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 -
Charts
Performance figures are net of ongoing fees and expenses. The performance figures quoted are historical, calculated on an annualised basis using end-of-month 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.
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Downloads
Australian Property Securities Fund documents
Australian Property Securities Fund's recent performance
