This fund provides investors with exposure to the New Zealand property market. The exposure will be achieved through the creation of and investment into a bespoke index combining New Zealand listed Real Estate Investment Trusts, Retirement Villages, and any other companies that are deemed to have a high exposure to the New Zealand property market.
Company | Industry | % Of Fund |
---|---|---|
SUMMERSET GROUP HOLDINGS LTD | Retirement Operators | 15.07% |
RYMAN HEALTHCARE LTD | Retirement Operators | 14.02% |
PRECINCT PROPERTIES NZ LTD | Property Trust | 13.12% |
VITAL HEALTHCARE PROPERTY TRUST | Property Trust | 10.52% |
KIWI PROPERTY GROUP LTD | Property Trust | 9.26% |
PROPERTY FOR INDUSTRY LTD | Property Trust | 7.51% |
ARGOSY PROPERTY TRUST | Property Trust | 6.34% |
GOODMAN PROPERTY TRUST | Property Trust | 6.14% |
ARVIDA GROUP LIMITED | Retirement Operators | 5.74% |
STRIDE PROPERTY LTD AND STRIDE INVEST MGMT LTD | Property Trust | 4.63% |
Specialty funds have the potential for high returns though can also be very high risk. Given the very high risk profile, a Specialty Fund is typically given a small allocation in a broader portfolio. You will be limited to investing a maximum of 10% of your investment in a single Specialty Fund.