Suitability and risk
Suits members who want to invest in a specific asset class and are comfortable with the value of their investments fluctuating. You should also understand the explanation of listed property exposures in our How we invest your money booklet (PDF, 1.3MB) and that returns are different from (and more volatile than) returns from owning real property.
Option size1
As at 31 January 2021
The fees and costs amounts reflect the fees and costs which we have incurred in managing the Listed Property option. For example, fees and costs we incur in the course of investing in listed property securities, i.e. real estate investment trusts (REITs), for that option. These figures do not include any amounts incurred by the REITs which the Listed Property option has invested in – such as costs relating to any real property and the other business activities of those REITs.
Objective and performance
This option invests in a diversified portfolio of securities (including but not limited to) listed property securities.
This is a listed REITs option. Returns from listed property investments are typically more volatile than returns experienced from unlisted property investments.
Performance against peers
2Timeframe | Listed Property performance | SuperRatings median performance | Outperformance |
---|---|---|---|
1 month | -1.94 | - | - |
3 months | 8.10 | - | - |
Financial year to date | 9.62 | - | - |
1 year | -15.11 | - | - |
3 years | 4.20 | - | - |
5 years | 4.29 | - | - |
7 years | 8.02 | - | - |
10 years | 8.95 | - | - |
Listed Property option performance ($)
2Performance against peers
2Timeframe | Listed Property performance | SuperRatings median performance | Outperformance |
---|---|---|---|
1 month | -2.13 | - | - |
3 months | 9.05 | - | - |
Financial year to date | 10.80 | - | - |
1 year | -16.42 | - | - |
3 years | 4.46 | - | - |
5 years | 4.45 | - | - |
7 years | 8.73 | - | - |
10 years | 9.84 | - | - |
Listed Property option performance ($)
2Allocations
Strategic asset allocation
2Asset class | Allocation |
---|---|
Australian Listed Property (REITs)
|
50.0% |
International Listed Property (REITs)
|
50.0% |
Sector allocation
Sector | Allocation |
---|---|
Industrial REITs
|
21.0% |
Diversified REITs
|
20.9% |
Retail REITs
|
20.4% |
Office REITs
|
10.8% |
Residential REITs
|
8.1% |
Specialized REITs
|
6.5% |
Real Estate Operating Companies
|
6.2% |
Health Care REITs
|
4.4% |
Other
|
1.7% |
- Goodman Group
- Scentre Group
- Stockland
- Dexus
- Mirvac Group
- GPT Group
- Prologis Inc
- Charter Hall Group
- Vicinity Centres
- Digital Realty Trust Inc
- Vonovia SE
- Public Storage
- Shopping Centres Australasia Property Group
- Simon Property Group Inc
- Charter Hall Long Wale REIT
- Welltower Inc
- Waypoint REIT Ltd
- Unibail-Rodamco-Westfield
- Avalonbay Communities Inc
- Equity Residential
- Alexandria Real Estate Equities