Insights from the Freehold Team
Real estate debt and the impact of COVID-19
Mar 27, 2020
The markets will remain volatile for some time given the unprecedented impact from the Coronavirus...
Late month pulse on listed property and infrastructure
Mar 26, 2020
We did a 5 minute Q&A with Simon Karlsson, Portfolio Manager at Freehold. Global share markets have tanked...
The impact of Coronavirus on Real Estate
Mar 19, 2020
While the primary impacts of Coronavirus are currently being felt by individuals and communities around the world...
Freehold Funds
Freehold A-REITs & Listed Infrastructure Fund
- The Fund comprises a portfolio of A-REITs and Listed Infrastructure securities that exhibit income and growth characteristics.
- Our style overlay screens for pure property and infrastructure characteristics and results in minimal exposure to development, currency risk and other 'active' earnings.
- Investable securities must generate a minimum 90% of their income via rental income, or recurring, contracted/mature infrastructure income, and have at least 75% of their assets in Australia.
Freehold Australian Property Fund
- The Fund comprises a hybrid portfolio of listed and unlisted property and infrastructure securities.
- Our listed portfolio style overlay screens for pure property and infrastructure characteristics and results in minimal exposure to development, currency risk and other 'active' earnings.
- The unlisted portfolio comprises institutional-grade assets within a diversified portfolio of internally and externally managed funds that spans the risk spectrum. The target unlisted allocation is 70% Core, 20% Value Add and 10% Development.
Freehold Debt Income Fund
- The Freehold Debt Income Fund (FDIF) is an open-ended unlisted real estate debt fund that aims to provide monthly distributions from a diversified, and conservative portfolio of real estate debt with low capital risk.
Freehold Australian Property Fund
*Past performance is not a reliable indicator of future performance.