June, 2020
The Fund invests in Real Estate Investment Trusts (REITs) and listed real estate, whose dominant business is property ownership, property funds management or property development, and infrastructure securities with property related assets. Diversification is achieved primarily through investment across three key property industry sub-sectors, namely: Retail, Office, and Industrial. In selecting securities for inclusion in the Fund, the team performs extensive quantitative and qualitative research in order to estimate the future income of each security. This approach is combined with active management which gives the team the flexibility to take active positions against the index, providing more opportunities to generate enhanced returns.
File:ticker: AMP0255AU
commentary_block: Array
factsheet_url:
UPDATED BIANNUALLY
Under LATEST PERFORMANCE REPORT but no minimal Commentary
release_schedule: NO COMMENTARY
fund_features:
AMP Capital Listed Property Trusts Fund provides investors with access to property and property related securities listed primarily on the Australian Securities Exchange. The Fund invests in Real Estate Investment Trusts (REITs) and listed property securities, whose dominant business is property ownership, property funds management or property development.
- The Fund will generally hold a relatively concentrated portfolio of around 15-30 stocks.
- To provide total returns (income and capital growth) after costs and before tax, above the Fund’s benchmark on a rolling 12 month basis.
- An easy way to access a diversified portfolio of listed Australian real estate.
manager_contact_details: Array
asset_class: Property and Infrastructure
asset_category: Australian Listed Property
peer_benchmark: Property - Australian Listed Property Index
broad_market_index: ASX Index 200 A-REIT Index
structure: Managed Fund