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 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 property risk spectrum. The target unlisted allocation is 70% Core, 20% Value Add and 10% Development.
Direct Investment Program
- A series of discrete investment opportunities for sophisticated investors.
- Investment opportunities vary across the property type, risk spectrum and dollar size.
- The program is run in partnership with private wealth groups across Australia.
Freehold Australian Property Fund
*Past performance is not a reliable indicator of future performance.
Insights from the Freehold Team
February performance update
Feb 27, 2019
In January, defensive sectors continued to benefit from the increased global caution that saw the US Federal Reserve soften its global...
Changes in retail are structural, not cyclical
Oct 12, 2018
Until recently, retail assets have been highly sort after by listed and unlisted property owners, attracted to the highly defensive...
Earnings Season: Office Shapes Up while Retail Remains Weak
Aug 23, 2018
With annual reporting season now in full swing, we look at the latest movements in the domestic REITs and infrastructure space...