Resolution Capital Core Plus Property Securities FundThe Resolution Capital Core Plus Property Securities Fund ('the Core Plus Fund') gives Investors access to the benefits of listed real estate diversification through a professionally managed portfolio of Australian Real Estate Investment trusts ('A-REITs'). Resolution Capital seeks to further enhance returns by investing up to 20% of the Core Plus Fund in REITs listed on exchanges other than the Australian Securities Exchange. Investment SyleThe Core Plus Fund will invest in a diversified portfolio of predominantly Australian listed real estate securities, in addition to a concentrated, high conviction portfolio of up to 20% international real estate securities. Resolution Capital assess A-REITs against an extensive universe of global REITs and in the broader context of investment themes that drive our investment in global REITs. Our investment team travels extensively to gauge local markets, inspect properties and talk with management and market participants, with approximately 300 meetings held every year. However our focus is always on seeking to identify the long term growth drivers of these markets, rather than the shorter term 'noise' that often preoccupies regional investors. Investment ObjectiveThe Core Plus Fund's investment objective is to exceed the total returns of the S&P/ASX 300 A-REIT Accumulation Index (the 'Core Plus Benchmark') after fees by 1.45% per annum on a rolling 3 year basis. In doing so, the Core Plus Fund aims to provide Investors with a level of distributable income combined with the potential for long term capital growth sourced from real estate based revenue streams. Resolution Capital intends to hedge the capital component of the Fund. BenchmarkThe Benchmark for the Core Plus Fund is the S&P/ASX 300 A-REIT Accumulation Index.
For any Unitholder information please contact the Fund Administrator: FundBPO Pty Ltd |
