Global Real Estate Securities Concentrated

Home > Strategies > Global Real Estate Securities Concentrated

Growth-oriented total returns from an alternative asset class

  • Investment objective: Exceed the total return of the FTSE EPRA/NAREIT Developed Index by 200 to 300 basis points annualised over moving four-year periods (US$).
  • Conviction: Best ideas strategy to leverage the mispricings common to the global listed real estate market.
  • Benchmark orientation: Benchmark aware, not benchmark driven – focus on security selection to add value.
  • Strategy in brief: High conviction, focused on real estate securities in developed and off-benchmark emerging markets. Broad exposure to different global regions and sectors.
  • Portfolio: 30 to 40 global listed real estate securities.