SGHiscock1-2
  • Multiple States

Fund Overview

The SG Hiscock Property Fund (Fund) is an actively managed portfolio that provides diversified exposure to Australian property and infrastructure assets by primarily investing in Australian real estate investment trusts (AREITs).

Fund Objective and Strategy

The SG Hiscock Property Fund aims to outperform the S&P/ASX 200 A-REIT Accumulation Index over rolling three to five year periods while providing a quarterly income stream.

This Fund’s investment universe is primarily securities listed on the ASX. These may include, REITs; companies engaged in property investment, management, development or construction; and securities which invest in infrastructure assets and other similar assets.

The final portfolio will be made up of between 15 and 60 stocks depending on the relative valuation of the major securities. Portfolio construction guidelines include limits to the Fund’s exposure to any one company or security.

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 0.78% of the Net Asset Value of the Fund.

There is a 0.25% 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 : SG Hiscock
  • Term : Open-ended
  • Yield : n/a
  • IRR : n/a
  • Minimum Investment : 10000