|Asset class||Equity Australia Real Estate|
|Responsible Entity||Zurich Investment Management Limited|
|Fund Manager||Renaissance Property Securities Pty Ltd|
|Legal type||Open end|
|Fund inception||28 Feb 2000|
|Entry / exit price (2019-12-31)||$1.3942 / $1.3858|
To provide investors with an income stream and capital growth over the medium to long term. The Fund aims to outperform the S&P/ASX 300 AREIT Accumulation Index over a period of five years.
The Fund invests in a range of listed property securities, spread primarily across retail, commercial, industrial and residential property sectors.
Superior: Suitable for inclusion on most APLs. The fund outperforms (or is likely to) its peers and benchmark the majority of the time. The fund most of the time has been operating within its mandate and PDS. There are very little to no corporate governance concerns. Management is of a very high calibre.
|Management Fee % PA||0.8100|
|ICR % PA||0.8100|
|Entry / Exit %||0.0000/0.0000|
|Buy / Sell Spread||0.30% / 0.30%|