The Quay Global Real Estate Strategy (Unhedged) invests in a portfolio of real estate securities listed on exchanges around the world. It is relatively concentrated, with a conviction-based approach, and is currency unhedged. The strategy focuses on delivering investors real total returns, and invests through the cycle while also taking advantage of counter-cyclical opportunities.
Performance figures are gross of fees and expenses.
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| Benchmark | FTSE/EPRA NAREIT Developed Index Net TR AUD |
| Reporting currency | AUD unhedged |
| Security range | 20-40 |
| Active security limit | 10% |
| Cash limit | 0-20% |
| Investment style | Growth/quality |
| Portfolio manager | Justin Blaess & Chris Bedingfield |
| Investment team | Quay Global Investors |
| Inception date | 30 July 2014 |
| Strategy* | Benchmark** | Value add | |
| 1 Month | -1.18% | 0.99% | -2.18% |
| 3 Months | -3.41% | 1.65% | -5.06% |
| 6 Months | -0.27% | 5.29% | -5.56% |
| 1 Year | 8.41% | 13.39% | -4.98% |
| 3 Years p.a. | 1.46% | 0.37% | 1.09% |
| 5 Years p.a. | 4.31% | 0.59% | 3.72% |
| 10 Years p.a. | 8.27% | 4.20% | 4.08% |
| Since Inception p.a.*** | 11.04% | 6.45% | 4.59% |
Please note this strategy is only available to institutional investors.
Performance figures are unhedged and are gross of fees and expenses.
Past fund performance is not indicative of future performance.
*Strategy is an asset weighted representation of all portfolios within the Quay Global Real Estate (Unhedged) strategy and has been chosen to better reflect the intended audience.
**FTSE/EPRA NAREIT Developed Hedged Index Net TR.
***30 July 2014. The Quay Global Real Estate Fund (Unhedged) was launched on 30 July 2014 by another trustee, and performance data relates to this strategy. Bennelong assumed responsibility as replacement trustee on 31 January 2016. Since inception figures are calculated on a p.a. basis.