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Global Green Property

This fund invests in global real estate companies with weighting towards sustainable practices.

5.86%

5 year p.a. index return to April 2022

3.3%

Indicative dividend yield as at April 2022

0.25%

Management fee p.a.

Overview

How is this fund different to others?

Using the independent assessment of GRESB, this fund invests in companies owning and operating real estate. This ranges from traditional office and retail to residential providers in the US, Japan and Europe, to more specialised real estate including storage companies, hospital owners and hotels. The sustainability dimension is recognised through overweighting those companies with relatively high GRESB scores and underweighting those with lower or zero scores. This fund tracks the Dow Jones Global Select Green RESI and provides long-term capital growth and income generation.

Holdings

As at April 30, 2022

CompanyCountryIndustryWeight

ProLogis Inc

US

Industrial REITS

10.53%

Digital Realty Trust

US

Specialized REITs

4.49%

Simon Property Group A

US

Retail REITs

3.44%

AvalonBay Communities Inc

US

Residential REITs

3.25%

Public Storage

US

Specialized REITs

3.22%

Equity Residential

US

Residential REITs

2.64%

Logos provided by Clearbit

Performance

  • Range of returns

    -37.73%

    VS

    59.17%

    The best and the worst 12 month returns in 5 years to the end of March 2022*

  • Growth of $10k

    $13,294

    For the 5 years to April 2022, an investment of $10,000 would be up 32.94%*

  • Investment Objective

    Growth & Diversification

    The fund is designed to provide long-term capital growth and diversification.

*These are the gross index returns, not including fees or taxes.

Returns

As at April 30, 2022

  • -1.24%

    3 months

  • 8.94%

    1 year

  • 5.86%

    5 years

  • N/A

    10 years

Index returns are total returns gross of imputation credits where applicable, not including fees or taxes. All yearly returns are annualised.

Risk

The risk indicator reflects how much the value of the Fund’s assets goes up and down (volatility). A higher risk generally means higher potential returns over time, but more ups and downs along the way. The lowest risk rating doesn’t mean “risk-free” and this risk indicator is not a guarantee of a Fund’s future performance.

Potentially Lower Returns

Potentially Higher Returns

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Lower Risk

Higher Risk

Documents & Resources

Latest Fund Update

Updated: 22.04.2022

Latest Fund FactSheet

Updated: 30.04.2022

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Indices provided by: S&P Dow Jones Indices