We offer two property funds – Perpetual’s Property Securities Fund and Perpetual’s Property Income Fund. Perpetual’s Property Securities Fund invests in listed property related securities, while Perpetual’s Property Income Fund invests in both listed and unlisted property.
The Funds invest in property assets over a range of sectors, and aim to provide investors with a stable income and potential for long-term capital growth. Both funds are managed by our experienced team of property professionals who adopt an investment philosophy based on quality and value.
Perpetual’s Property Securities Fund
If you are looking for a fund that invests in property-related securities listed on the Australian Stock Exchange (ASX) with the potential for long-term capital growth and income, Perpetual’s Property Securities Fund may suit you.
Key features of the Fund
- typically invests in 10-20 listed Australian property related securities
- invests in index LPTs, non-index LPTs and developers and contractors
- seeks to invest in property assets that provide a stable income stream
- has the potential to provide capital growth over the long-term
- adopts a bottom-up investment philosophy based on quality and value.
Key benefits of the Fund
- can act as a diversification tool for investors’ portfolios
- has the potential for long-term capital growth and consistent income
- has a proven investment process focusing on quality and value
- is managed by an experienced team of property professionals.
For more information on Perpetual’s Property Securities Fund, refer to the relevant product disclosure statement.
Perpetual’s Property Income Fund
If you are looking for diversification within the property component of your portfolio, or investment returns more closely correlated to those of real property than an investment in LPTs alone, Perpetual’s Property Income Fund may suit you.
Key features of the Fund
- invests in direct property through unlisted property funds, and LPTs including high quality investments across the office, retail, industrial, hotel and residential property sectors
- has high levels of diversification by combining listed and unlisted property exposure
- is designed to provide a stable income stream and long-term capital growth
- adopts a bottom-up investment philosophy based on quality and value.
Key benefits of the Fund
- provides access to property investments normally unavailable in the listed property sector
- offers investors an investment in property that is liquid
- can act as a diversification tool for investors’ portfolios
- is managed by an experienced team of Australian property professionals.
For more information on Perpetual’s Property Income Fund, refer to the relevant product disclosure statement.
Our investment team
Our property funds are managed by an experienced and highly-regarded team, led by Sean Murray who has over 23 years' experience in the property market. This team together with our Direct Property and Mortgage teams, form the Perpetual Property Group. This Group meets regularly to share their expertise and knowledge and together they formulate a house view on the real estate market.
Our investment approach to property
We aim to add value through seeking out quality properties and property securities with strong management and good growth prospects that are reasonably priced. We identify these opportunities with thorough in-house research, property related experience and an investment process that is disciplined in the assessment of quality and value.
We seek to identify listed property trusts that represent good value and have attractive growth potential, own quality assets, exhibit sound capital management strategies and are managed by experienced professionals with proven ability. In selecting securities, we don’t rely solely on quantitative valuation measures such as internal rate of return and yield but also take into account qualitative factors such as management teams, distribution and earnings growth, quality portfolios and capital management.
Perpetual’s Property Income Fund invests in direct property through unlisted property funds. When assessing direct property assets, we combine careful, ongoing research of property markets with an investment process disciplined in its assessment of quality and value.
For further information on Perpetual's property funds or other Perpetual funds please contact your Perpetual Account Executive or phone us on 1800 062 725.
This information was prepared by Perpetual Investment Management Limited (PIML) ABN 18 000 866 535 AFSL 234426. The information is not intended to provide advice to investors or take into account an individual investor’s objectives, financial situation or needs. Investors should consult a financial adviser. The offer to invest in Perpetual’s Property Securities Fund and Perpetual’s Property Income Fund will be made in the relevant product disclosure statement (PDS) issued by Perpetual and available by contacting Perpetual. Anyone wishing to invest in the Funds will need to complete an application form in the relevant PDS. The PDS should be considered before deciding whether to acquire or hold units in the Fund. No company in the Perpetual Group* guarantees the performance of any fund or the return of an investor’s capital. Past returns are not indicative of future returns. To the extent permitted by law, no liability is accepted for any loss or damage as a result of any reliance on this information. *Perpetual Group means Perpetual Limited (ABN 86 000 431 827) and its subsidiaries.
