Australian Property Securities Fund documents
Australian Property Securities SMA
Zurich Investments Australian Property Securities SMA suits investors seeking exposure to Australia’s diverse property market, through investing in property trusts listed on the ASX. The SMA 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.
- Overview
- About the manager
- Downloads
- How to Invest on
How the SMA works
Separately managed accounts (SMAs) allow investors to own the underlying assets in their portfolios rather than units in a managed fund. Launching in partnership with Hub24 and Renaissance in late 2017, this SMA includes the full portfolio of the Australian Property Securities Trust, managed by our strategic investment partner Renaissance Property Securities.
Zurich’s Australian Property Securities strategy aims to provide investors with an income stream and capital growth over the medium to long-term, and 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 strategy works.
Click on the thumbnails below to learn more about the Global Growth Opportunities SMA:
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 CocaroPortfolio Manager
Damien BarrackPortfolio Manager
Award winning
Best Property Securities Fund
The Zurich Australian Property Securities Fund was awarded Best Property Securities Fund category in Money magazine’s 2019 Best of the Best awards
Other portfolios in this strategy
Australian Property Securities Fund
Important Information: Before investing in Zurich Investments Australian Property Securities SMA please consider the Managed Portfolio Disclosure Document (Disclosure Document) (available through www.hub24.com.au) as the Disclosure document contains important information. Information concerning the Zurich Investments Australian Property Securities SMA 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 Disclosure Document before making a decision. Past performance is not a reliable indicator of future performance. The Disclosure Document has been prepared and issued by HUB24 Custodial Services Ltd (ABN 94 073 633 664, AFSL 239 122) as operator of the Investor Directed Portfolio Service.