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.

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 Global Growth Share Fund:

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 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


Recommended by

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

Gold as at 6 August 2021
Funds with a Gold rating are our highest conviction recommendations and stand out as best of breed for their investment mandate.#

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.~

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

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


Other portfolios in this strategy

Australian Property Securities SMA

© 2021 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").

The Zenith Investment Partners (ABN 27 103 132 672, AFS Licence 226872) (“Zenith”) rating (assigned ZUR0064AU June 2021) referred to in this document is limited to “General Advice” (s766B 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 and is subject to change at any time without prior notice. 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. Past performance is not an indication of future performance. Zenith usually charges the product issuer, fund manager or related party to conduct Product Assessments. Full details regarding Zenith’s methodology, ratings definitions and regulatory compliance are available on our Product Assessments 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 118 Mount Street, North Sydney Australia is the Fund responsible entity.