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This fund invests in global real estate companies with weighting towards sustainable practices.
5 year p.a. index return to April 2022
Indicative dividend yield as at April 2022
Management fee p.a.
Overview
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.
As at April 30, 2022
Company | Country | Industry | Weight |
---|---|---|---|
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% |
Range of returns
VS
The best and the worst 12 month returns in 5 years to the end of March 2022*
Growth of $10k
For the 5 years to April 2022, an investment of $10,000 would be up 32.94%*
Investment Objective
The fund is designed to provide long-term capital growth and diversification.
*These are the gross index returns, not including fees or taxes.
As at April 30, 2022
3 months
1 year
5 years
10 years
Index returns are total returns gross of imputation credits where applicable, not including fees or taxes. All yearly returns are annualised.
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.
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© Copyright 2022 Kernel Wealth Limited
Indices provided by: S&P Dow Jones Indices