The Fund's objective is to provide investors with a total return (before fees and expenses) of the Australian Consumer Price Index (CPI) + 5% per annum measured over 5 years or more.
Investments will be limited to listed real estate securities of entities on securities exchanges from around the world, where the majority of income is derived from leases, rent and other real estate related income. The Fund intends to mitigate currency risk through hedging exposure to global real estate securities.
SQM Research strongly recommends this fund profile be read in conjunction with the fund rating report or product disclosure statement.
Disclosure
This document is published by SQM Research Pty Ltd, AFSL No. 421913. SQM Research receives fees from fund managers and product issuers for rating financial products using objective criteria and may receive fees from fund managers or product issuers for other services. SQM Research’s fee and analyst remuneration are not linked to the rating outcome. SQM Research, its representatives and their associates may hold the financial product(s) discussed.
Warning
Past performance is not a reliable indicator of future performance. Ratings are General Advice and are based on the merits of the product(s) without considering any person’s particular financial circumstances. Seek advice from a financial services professional before making an investment decision, or consider its appropriateness given your particular financial circumstances.
Disclaimer
Except for SQM Research ratings, SQM Research gives no warranty of accuracy or completeness of information in this document, which is compiled from information from public and third party sources. Opinions and ratings are reasonably held by SQM Research at compilation. SQM Research assumes no obligation to update this document after publication. Except for any liability which cannot be excluded, SQM Research, its directors, officers, employees and agents disclaim all liability for any error, inaccuracy, misstatement or omission, or any loss suffered through relying on the document or any information.