Property Fund

Property Fund provides investors with exposure to the New Zealand property market.
Fees2
1.1%
Risk
5/7

Fund Overview

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.

Risk Level: 5/7

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.

Lower Risk
1 2 3 4 5 6 7
Higher Risk

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1. Fund returns as at May 31, 2022 and are calculated after fees and before tax, returns over 1 year are annualised.
2. Excludes $30 annual fund administration fee and 0.3% facilitator fee for clients who use the services of a facilitator.
3. Past performance is not necessarily an indicator of future performance and return periods may differ.