SGHiscock1
  • Offshore

Fund Overview

The SGH LaSalle Global Listed Property Securities Fund (Fund) is an actively managed portfolio that primarily invests in global listed property securities and real estate operating companies, which are listed on major world stock exchanges in US, Canada, Western Europe, Asia and Australia.

Fund Objective and Strategy

The SGH LaSalle Global Listed Property Securities Fund seeks to outperform the FTSE EPRA/NAREIT Developed Index – Hedged to AUD (Net of Withholding Tax) by 2% p.a. on average over a 3 to 5 year period (before taking into account the Fund fees and expenses).

LaSalle Investment Management Securities, LLC (LaSalle) utilises a value-oriented investment discipline in regard to fundamentals. LaSalle believes that, while the performance of the overall real estate sector is influenced by a number of factors, the relative performance of individual entities is primarily driven by the performance of their underlying assets and management’s ability to create value through property management, acquisitions, new development, value-added asset management strategies and financial management.

Distributions

The Fund pays distributions bi-annually.

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 1.10% 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 : 20000