The Resolution Capital Core Plus Property Securities Fund – Series II (Fund) gives investors access to the benefits of listed real estate diversification through a professionally managed portfolio of Australian Real Estate Investment Trusts (‘A-REITs’). Resolution Capital seeks to further enhance returns by investing up to 20% of the Fund in real estate securities listed offshore.
Fund Objective and Strategy
The Resolution Capital Core Plus Property Securities Fund – Series II has an investment objective to exceed the total returns of the Benchmark after fees on a rolling 3 year basis. In doing so, the Fund aims to provide Investors with a level of distributable income combined with the potential for long term capital growth sourced from real estate based revenue streams. Resolution Capital intends to hedge the capital component of the Fund.
The Fund will invest in a diversified portfolio of Australian Real Estate Investment Trusts (‘A-REITs), in addition it may invest up to 20% of the Fund in real estate securities listed offshore. The offshore component draws off our highest conviction ideas from our team of highly experienced global portfolio managers. Domestic and global stocks are evaluated on a consistent basis, with the decision to allocate to global stocks based on the assessment of the relative risk and return of the stocks in each market.
The Fund pays distributions semi-annually.
Click here for the latest performance of this Fund and other property securities funds.
The Fund offers daily liquidity.
The Fund charges an ongoing management fee of 0.65% of the Net Asset Value of the Fund.
There is a 0.20% spread between the buy unit price and the sell unit price.
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.
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.
- Category : Property Securities Funds
- Manager : Resolution Capital
- Term : Open-ended
- Yield : n/a
- IRR : n/a
- Minimum Investment : 25000