The objective of the Strategy is to provide clients with a low-cost and predictable way to capture the performance of a diversified range of highly liquid Australian property securities. The Strategy does this by investing across all the companies that comprise the S&P/ASX 200 Listed Property Trust Index.
| The S&P/ASX 200 Listed Property Index Strategy provides investors with a broad and well-diversified portfolio of Australian listed property trust shares. The Strategy adopts a full replication approach. We hold each of the securities in the S&P/ASX 200 Listed Property Trust Index at its index weight. By doing so, the returns produced are designed to closely mirror those of the Index. Our experience has shown that a full replication approach is most appropriate for minimising the effects of high transaction costs evident in the Australian listed property trust market, while achieving close tracking. Because this approach has low turnover relative to optimisation and sampling, total transaction costs incurred tend to be low. The performance of the property securities (those companies that comprise the S&P/ASX 200 Listed Property Trust Index) have, over time, broadly reflected the performance of the real property market in Australia. |
Asset Class:
Equity
Base Currency:
USD
Capitalization:
AllCap
Geography of Investment:
Country
Investment Approach:
Passive
Primary Benchmark:
ASX Property Index
Return Target:
Benchmark Return
Securities Lending:
Yes
Style:
Core
Investment Vehicles
Institutional Pooled Fund
Separate Account
Customizable Components
Securities Lending
Currency Hedging
Use of Futures
Passive Underlying Funds
