The Quay Global Real Estate Strategy (AUD Hedged) invests in a portfolio of real estate securities listed on exchanges around the world. It is relatively concentrated, with a conviction-based approach, and aims to mitigate the impact of currency by hedging foreign currency exposure. The strategy focuses on delivering investors real total returns, and invests through the cycle while also taking advantage of counter-cyclical opportunities.
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Performance figures are hedged and are gross of fees and expenses.
| Benchmark | FTSE/EPRA NAREIT Developed Hedged Index Net TR AUD |
| Reporting currency | AUD |
| 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 | 1 February 2022 |
| Strategy* | Benchmark** | Value add | |
| 1 Month | 9.28% | 8.25% | 1.03% |
| 3 Months | 17.16% | 12.71% | 4.45% |
| 6 Months | 12.33% | 6.87% | 5.46% |
| 1 Year | 14.58% | 7.90% | 6.68% |
| 3 Years p.a. | - | - | - |
| 5 Years p.a. | - | - | - |
| Since Inception p.a.*** | -9.79% | -12.98% | 3.19% |
Please note this strategy is only available to institutional investors.
Performance figures are hedged 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 (AUD Hedged) strategy and has been chosen to better reflect the intended audience.
**FTSE/EPRA NAREIT Developed Hedged Index Net TR.
***Inception date is 01/02/2022. Since inception figures are calculated on a p.a. basis.