Zurich Investments Australian Property Securities SMA suits investors seeking exposure to Australia’s diverse property market, through investing in property trusts listed on the ASX. The SMA 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.
Separately managed accounts (SMAs) allow investors to own the underlying assets in their portfolios rather than units in a managed fund. Launching in partnership with Hub24 and Renaissance in late 2017, this SMA includes the full portfolio of the Australian Property Securities Trust, managed by our strategic investment partner Renaissance Property Securities.
Zurich’s Australian Property Securities strategy aims to provide investors with an income stream and capital growth over the medium to long-term, and 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 strategy works.
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.