SGH LaSalle Global Property Rich Fund
An actively managed portfolio that invests primarily in global listed property securities (GREITs), which are considered by the Investment Manager to have a lower risk profile than the broader property securities universe.
At a Glance
At a Glance
LaSalle Investment Management Securities, LLC (LaSalle) utilizes a value-oriented investment discipline with regard for the fundamental outlook. 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.
The investments held by the fund derive a bulk of their income from property rental income. The portfolio seeks to manage risk by narrowing the property securities investment universe through a proprietary process that focuses on securities of companies the portfolio management team considers to have lower leverage, lower business risk, and/or lower-risk property types while maintaining an appropriate level of geographic and property sector diversification.
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.
SGH and LaSalle will use the following guidelines when selecting investments for the fund:
- Invest at least 80% of the fund in global listed securities.
- The international currency exposure is to be hedged back into Australian dollars.
- The maximum cash allocation of 7.5%
Performance as at 31 July 2019. 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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