SGH LaSalle Global Listed Property Securities Fund
An actively managed portfolio that primarily invests in global listed property securities and real estate operating companies, which are listed on major world stock exchanges in US, Canada, Western Europe, Asia and Australia.
At a Glance
LaSalle Investment Management Securities, LLC (LaSalle) utilises a value-oriented investment discipline in regard to fundamentals. LaSalle believes that, while the performance of the overall real estate sector is influenced by a number of factors, the relative performance of individual entities is primarily driven by the performance of their underlying assets and management’s ability to create value through property management, acquisitions, new development, value-added asset management strategies and financial management.
This fund invests primarily in global listed securities which derive the bulk of their income from property rental income, and aims to achieve strong income returns and moderate capital growth over the medium and longer term.
The overall investment manager is SG Hiscock who is responsible for the currency management. The management of the international securities selection is sub-delegated to LaSalle.
SG Hiscock and LaSalle will use the following guidelines when selecting investments for the fund:
- Invest at least 80% of the fund in listed securities.
- The international currency exposure of the fund will be hedged back into Australian dollars.
- The maximum cash allocation of 7.5%
Performance as at 31 August 2020. Powered by data from Financial Express. For funds with less than 5 yrs performance history, refer to fact sheet for since inception returns.
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