Colonial1-1
  • Offshore

Fund Overview

The Colonial FirstChoice Wholesale Global Property Securities Fund (Fund) will invest in a diversified portfolio of global property securities.

Fund Objective and Strategy

The Colonial FirstChoice Wholesale Global Property Securities Fund has an objective to provide capital growth and income from a diversified portfolio of global listed property investments.

To outperform the FTSE EPRA/NAREIT Developed Rental Index, hedged to Australian dollars over rolling three year periods before fees and taxes.

The investments are managed by a number of leading global property securities managers, which is designed to deliver more consistent returns with less risk than would be achieved if investing with a single investment manager.

The portfolio aims to hedge currency risk.

Distributions

The Fund pays distributions quarterly.

Historical Performance

Click here for the latest performance of this Fund and other property securities funds.

Liquidity

The Fund offers daily liquidity.

Fees

The Fund charges an ongoing management fee of 1.14% of the Net Asset Value of the Fund.

There is a 0.10% spread between the buy unit price and the sell unit price.

More Information

For more information please contact the manager for a PDS.

For more information on unlisted property funds and property syndicates please refer to the following guide.

Disclaimer

The information provided above should be seen as factual information and not financial advice.   All the information provided is not intended to imply any recommendation or opinion about a financial product.

We recommend seeking advice from professional and qualified financial planners prior to investing in any financial product.   

Overview

  • Category : Property Securities Funds
  • Manager : Colonial
  • Term : Open-ended
  • Yield : n/a
  • IRR : n/a
  • Minimum Investment : 25000