For Institutional Investors in Australia

Global Property Equities

A high-conviction, bottom-up, long-only portfolio of global REIT companies seeking income and long-term capital appreciation.

Overview

ABOUT THIS STRATEGY

The strategy is high conviction and actively managed, investing in quoted equity securities of companies or real estate investment trusts (or equivalents) listed or traded on a regulated market. Supported by investment professionals based in Europe, Asia and North America, our primary strategy is long only and benchmark aware seeking moderate, but consistent, outperformance of the benchmark index.

INVESTMENT APPROACH

Working to Deliver Attractive Total Returns Over the Long Term
The strategy seeks income and long-term capital appreciation by investing principally in global Real Estate Investment Trusts (REITs) and listed property companies.

Liquid Access to Global Property
Compared to physical property investment, listed REITs are more liquid, require less investment capital and can deliver a consistent income stream.

Portfolio Diversification
Property equities generally display low correlations to other assets such as equities and bonds and lower volatility than equities.

Featured Insight

Equity Perspectives

Quarterly insight from our Equity team to help clients navigate the markets and opportunities ahead.

PORTFOLIO MANAGEMENT

Guy Barnard, CFA

Co-Head of Global Property Equities | Portfolio Manager

Industry since 2003. Joined Firm in 2006.

Tim Gibson

Co-Head of Global Property Equities | Portfolio Manager

Industry since 2001. Joined Firm in 2011.

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