UBS Clarion Global Property Securities Fund

Global Leader

Fund managed by leading global real estate management firm CBRE Clarion.

UBS Clarion Global Property Securities Fund

Fund Features

Inception Date: 

31 July 2006

Management Fee:

0.90% p.a.

Minimum initial investment:

$20,000

Distributions:

Semi-annual

Entry/Exit Fees:

None

Buy/sell spread:

+/-0.20%

Switching Fee:

None

Investment Philosophy

CBRE Clarion actively manages portfolios to outperform a passive strategy by using knowledge and research of both public and private real estate markets. CBRE Clarion’s regional teams, focused on the Americas, Asia, and Europe, utilise the resources of public and private real estate market research to capture performance through security selection, and through active sector and country weightings.

Investment objective

The Fund aims to provide investors with a total return (after management costs) in excess of the Global Real Estate Investors Net Return Index ($A hedged) (Benchmark) when measured over rolling three year periods.

Investor suitability

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

Additional information