Build long-term wealth with strategies for investing, saving and managing your cash flow.
FOCUS SERIES
Property Securities Portfolio
Our Property Securities Portfolio offers investors exposure to the Australian property sector by investing in a range of ASX-listed real estate investment trusts (REITs).
The portfolio provides exposure to listed Australian property across a broad range of sectors including office, retail, industrial, residential, and healthcare.
It suits investors seeking income and capital growth from Australian listed property.
Includes large well-known Australian companies
Portfolio Snapshot
| Investment Universe | Benchmark | Emphasis | Diversification | Strategy Inception | Management Fee |
|---|---|---|---|---|---|
| Listed ASX Securities that invest in and or Manage Property Investments | S&P/ASX S&P/ASX 300 Property Trust Accumulation Index | Capital growth and income | 15-25 positions | 1 August 2019 | 0.65% |
Investment Universe
Benchmark
Emphasis
Diversification
Strategy Inception
Management Fee
Investment Strategy
Portfolio top 10 holdings
Goodman Group, Scentre Group, Rural Funds Group, Charter Hall Group, Peet Limited, Vicinity Group, GPT Group, Aspen Group, Gemlife, Stockland
Portfolio Investment Team
Portfolio Manager: Jack Magann.
Consultant: Peter Durbin.
Lead Portfolio Manager: Luke Durbin.
Contact us today
How to invest
Enquire today to see how we can help.




