UBS Property Securities Fund

Income stream

Listed real estate is a reliable source of income that can be used as a hedge against inflation.

UBS Property Securities Fund

Fund Features

Inception Date: 

3 February 1993

Management Fee:

0.85% p.a.

Minimum initial investment:

$20,000

Typical Number of Holdings:

15 to 25

Distributions:

Quarterly

Entry/Exit Fees:

None

Buy/sell spread:

+/-0.35%

Switching Fee:

None

Investment philosophy

In Australian property securities we focus on a price to intrinsic value philosophy.

Investment objective

The Fund aims to provide investors with a total return (after management costs) in excess of the benchmark which is the S&P/ASX 300 Property Accumulation Index when measured over rolling five year periods.

Investor suitability

The Fund is best suited to investors who seek a well diversified portfolio of mainly Australian property securities with an investment horizon of at least five years.

Additional information