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.
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
AFR: Retail property faces earnings pressure on several fronts, warns manager
Mar 21, 2019
Australian Financial Review: Retail property faces earnings pressure on several...
March Performance Update
Mar 20, 2019
In February, Australian bond yields continued to rally following the release of mixed economic data, which has prompted a shift in leading...
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...