August, 2020
No commentary
File:ticker: FSF0004AU
commentary_block: Array
factsheet_url:
CFS Wholesale Property Securities’ objective is to provide medium-to-long-term capital growth and income to the investor by investing in a portfolio of Australian listed property securities. The option aims to outperform the S&P/ASX 200 A-REIT Accumulation Index over rolling three-year periods before fees and taxes.
- Uses proprietary forecasting and valuation methodologies and a disciplined portfolio construction process with an over-riding focus on absolute and relative risk.
- Combines fundamental bottom-up research and top-down considerations.
- Extensive management meetings and asset inspections are used to select stocks.
- The resulting portfolio generally holds around 15 stocks, with a low active share of around 15%-25%.
release_schedule:
fund_features:
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