Managed Global Property Fund

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A diverse selection of global real estate

Invested in between 50 to 100 property companies

If you are interested in a Fund that aims for above-average returns over a long-term period, this is a great option.
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Return focus:

Medium to High

Average annual return:

1.0% p.a. since inception July 2015

Minimum suggested time frame:

10+ years

Risk focus:

Higher

Estimated fund fees:

1.0%

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What we don’t invest in:

We avoid investments that disrespect people, our planet and animals (some examples below). Both thresholds and exceptions may apply - please see our Ethical Investment Policy for more detail.

  • Fossil Fuel

  • Animal Testing

  • Gambling

  • Palm Oil & GMOs

  • Weapons

  • Tobacco

  • Factory Farming

  • Adult Entertainment

  • Alcohol

Returns

-1.7%

1 month

-4.7%

1 year

1.2%

3 years

1.0%

p.a. since inception*

Past performance is no guarantee of future returns. We encourage all investors to seek independent financial advice prior to making investment decisions.
To compare fund returns against the fund benchmark visit our Performance and Returns page.

Performance figures as of 31/08/2023, and are after fees before tax

Risk Level

The Global Property Fund is suited to an investor with a medium-high tolerance to risk and a minimum investment timeframe of 10+ years.

Lower Risk

Potentially Lower Returns

1
2
3
4
5
6
7

Higher Risk

Potentially Higher Returns

The risk indicator is rated from 1 (low) to 7 (high). The rating reflects how much the value of the fund’s assets goes up and down. A higher risk generally means higher potential returns over time, but more ups and downs along the way. This risk indicator is not a guarantee of the fund’s future performance.

Investor Notes

Ethical Approach

The Global Property Fund includes a diversified selection of global companies that score highly on environmental, social and governance ratings.

View Holdings

Target Investment

100% Global Real Estate (Listed Property)

Number of Holdings

50 to 100 companies

Asset Class

Listed Property, Cash and Cash Equivalent

Fees

1.0%

Buy/Sell Spread

0.05%/0.05%

Investment Horizon

10+ years

Benchmark

FTSE EPRA/NAREIT Global Real Estate Index (net of dividends and tax; 75% hedged to NZ dollars)

Current Hedging Target

75%

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