ManagedFunds.nz

Annual fund charge

1.02%

vs peer avg 0.95%

Risk indicator

5/7

1 = lower risk · 7 = higher risk

5-year return p.a.

0.27%

peer avg 6.03%

Fund size

NZ$19.8m

98% growth · 2% income

The Fund targets a portfolio of shares of New Zealand and Australian property trusts, companies and other property-related securities. The Fund may also, at our discretion short sell securities, hold cash, lever its assets and utilise active currency management to generate returns (although generally will be fully hedged). The investment objective is to outperform the S&P/NZX All Real Estate (Industry Group) Gross Index on a rolling three year basis.
— Salt

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 Salt

NZ active manager with long-short, dividend and listed-property strategies.

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