An easy way to access a diversified portfolio of listed Australian real estate
The appeal of Australian real estate has been built on the stability of the income it provides. Although capital values can rise and fall, the yields from rents have proven to be extremely consistent. The Listed Real Estate Trusts Fund provides investors with access to property and property related securities listed primarily on the Australian Securities Exchange. The Fund invests in Real Estate Investment Trusts (REITs) and listed property securities, whose dominant business is property ownership, property funds management or property development.
"Australian REITs are in a much stronger financial position today as they concentrate on clearly defined sectors of the market which generate reliable income streams."Mark Ferguson, Head of Australian Listed Real Estate
Investors benefit from a well-diversified portfolio of property and property related securities in the Australian market. These investments provide the opportunity to take advantage of the strong performance of the Australian economy.
Investing in listed real estate trusts provides greater liquidity than investing in direct real estate. The Fund is able to make tactical movements to take advantage of market opportunities, providing the potential for greater income and capital growth.
By actively managing the Fund, we are able to act on market opportunities as they arise and where we have a high conviction in the performance potential of specific companies.
How does this fund fit into your portfolio?
The Fund is designed for investors seeking an an investment which provides the potential for sustainable income and capital growth over the long term. It can be used to complement existing solutions in a blended portfolio or it can be used individually. When used with existing solutions, the Fund fits within the growth component of an investor’s overall portfolio.
What are the risks?
The Fund invests in securities that are listed on the stock exchange. This means that the Fund will be affected by any risks associated with these securities, such as how they perform, their strategy, management, how sustainable their earnings are, and other factors that affect the value and performance of a security. Factors affecting the property market may also impact the value of the securities held by the Fund. Before choosing to invest in the Fund, investors should read the Product Disclosure Statement and Incorporated Information, and consider factors such as the likely investment return, the risks of investing and their investment timeframe.
Additional risks of the Fund may include or be associated with: interest rates, investment management, concentration, derivatives, gearing, international investments, liquidity and securities lending. Before choosing to invest in the Fund, investors should read the Product Disclosure Statement and Incorporated Information, and consider factors such as the likely investment return, the risks of investing and their investment timeframe.
AMP Capital Funds Management Limited (ABN 15 159 557 721, AFSL 426455) (AMPCFM) is the responsible entity of the Listed Property Trusts Fund ("the Fund") and the issuer of the units in the Fund. To invest in the Fund, investors will need to obtain the current Product Disclosure Statement (PDS) from AMP Capital Investors Limited (ABN 59 001 777 591, AFSL 232 497) (AMP Capital). The PDS contains important information about investing in the Fund and it is important that investors read the PDS before making a decision about whether to acquire, or continue to hold or dispose of units in the Fund. Neither AMP Capital, AMPCFM nor any other company in the AMP Group guarantees the repayment of capital or the performance of any product or any particular rate of return referred to in this information. Past performance is not a reliable indicator of future performance. While every care has been taken in the preparation of this information, AMP Capital makes no representation or warranty as to the accuracy or completeness of any statement in it including without limitation, any forecasts. This content has been prepared for the purpose of providing general information, without taking account of any particular investor’s objectives, financial situation or needs. Investors should, before making any investment decisions, consider the appropriateness of this information, and seek professional advice, having regard to their objectives, financial situation and needs. This content is not intended for distribution or use in any jurisdiction where it would be contrary to applicable laws, regulations or directives and does not constitute a recommendation, offer, solicitation or invitation to invest.
The Lonsec Rating (assigned April 2020) presented in this document is published by Lonsec Research Pty Ltd ABN 11 151 658 561 AFSL 421 445. The Rating is limited to “General Advice” (as defined in the Corporations Act 2001 (Cth)) and based solely on consideration of the investment merits of the financial product(s). Past performance information is for illustrative purposes only and is not indicative of future performance. It is not a recommendation to purchase, sell or hold AMP Capital product(s), and you should seek independent financial advice before investing in this product(s). The Rating is subject to change without notice and Lonsec assumes no obligation to update the relevant document(s) following publication. Lonsec receives a fee from the Fund Manager for researching the product(s) using comprehensive and objective criteria. For further information regarding Lonsec’s Ratings methodology, please refer to our website at: http://www.lonsecresearch.com.au/research-solutions/our-ratings.