Funds
Freehold
Investment
Management

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.


Freehold A-REITs and Listed Infrastructure Fund

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:

  • Property rental, recurring sources and contracted/mature income > 90% of total income
  • Domestic assets > 75% of total assets

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.


Downloads


Platform Availability

Now available via the following investment platforms:

  • BT Wrap
  • Asgard eWRAP
  • Asgard Infinity eWRAP

Disclaimer

The information in this section of the website is provided for the use of licensed financial advisors only. In no circumstances is it to be used by a potential investor for the purposes of making a decision about a financial product or class of products. Any advice is not personal advice and has been prepared without taking into account investors objectives, financial situation or needs.

The Lonsec Rating (assigned May 2014) presented in this document is published by Lonsec Research Pty Ltd ABN 11 151 658 561 AFSL 421445. The Rating is a "class service" (as defined in the Financial Advisers Act 2008 (NZ)) or is limited to "General Advice" and based solely on consideration of the investment merits of the financial product(s). In New Zealand it must only be provided to "wholesale clients" (as defined in the Financial Advisers Act 2008 (NZ)). 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 Freehold Investment Management Limited 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.beyond.lonsec.com.au/intelligence/lonsec-ratings

By electing to continue, you confirm that you are a licensed financial advisor.

I agree to the above statements.

Disclaimer

The information in this section of the website is provided for the use of licensed financial advisors only. In no circumstances is it to be used by a potential investor for the purposes of making a decision about a financial product or class of products. Any advice is not personal advice and has been prepared without taking into account investors objectives, financial situation or needs.

By electing to continue, you confirm that you are a licensed financial advisor.

I agree to the above statements.