Freehold has a successful track record in managing real estate and infrastructure securities in unit trust and managed account structures.
Our funds are available for direct investment and are also offered indirectly via a number of managed account providers.
The Freehold A-REITs and Listed Infrastructure Fund is a long only strategy, available in a unit trust or a managed account offering.
This pure real estate and infrastructure strategy is intended to be a concentrated portfolio, typically holding between 12 – 20 securities at any one time. The investment characteristics of securities suitable for this strategy include:
The portfolio derives a high proportion of income from property rental recurring sources for A-REITs and mature/contracted income from listed infrastructure.
The portfolio is managed against the rolling three year return of a customised benchmark of real estate and infrastructure securities. The benchmark weightings for the portfolio are 70% to A-REITs and 30% to Listed Infrastructure.
Now available via the following investment platforms: