ManagedFunds.nz

Annual fund charge

1.30%

vs peer avg 0.86%

Risk indicator

5/7

1 = lower risk · 7 = higher risk

5-year return p.a.

Less than 5 years of data

peer avg 6.54%

Fund size

NZ$26.0m

98% growth · 2% income

The Global Fund aims to provide a higher return over the long term. It invests in an actively managed portfolio of growth assets predominantly made up of mid to large cap international equities with a very minor allocation of income assets. Volatility is likely to be high. Returns will vary and may be low or negative at times.
— Dexus

About this category

Funds investing in listed property companies and Real Estate Investment Trusts (REITs). Provides equity-like exposure to commercial, industrial, retail and residential property.

About Dexus

Australian listed-property specialist; global REIT fund offered as a PIE in NZ.

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Head-to-head

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Side-by-side numbers — fees, returns, risk, fund size, asset mix.

Peer funds

Other Listed Property funds

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