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 |