INVESTMENT OBJECTIVE
The Fund aims to provide capital growth over the long term.
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The Fund invests at least 80% of its assets in a concentrated portfolio of shares (equities) and equity-related securities of real estate investment trusts (REITs) and companies of any size, in any country which will derive the main part of their revenue from owning, developing and managing real estate.
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ABOUT THIS FUND
- A broad investable universe and selective approach enables the team to identify stocks with attractive dividend yield and growth characteristics
- Managed by a global team of experts based in Singapore, the UK, and the US with more than 90 years’ collective investment experience
- Offers a liquid means of diversifying into global real estate and benefitting from powerful secular themes influencing the asset class
Notes:
The inclusion of real estate will typically enhance the risk/return characteristics in a balanced portfolio – Source: Janus Henderson Investors as at June 2019. Based on analysis of asset class weights and risk/return characteristics in an optimal portfolio (maximum Sharpe ratio) when the FTSE EPRA Nareit Developed Index is included/excluded from the baseline balanced market portfolio. Past performance is not a guide to future performance.
The inclusion of real estate will typically enhance the risk/return characteristics in a balanced portfolio – Source: Janus Henderson Investors as at June 2019. Based on analysis of asset class weights and risk/return characteristics in an optimal portfolio (maximum Sharpe ratio) when the FTSE EPRA Nareit Developed Index is included/excluded from the baseline balanced market portfolio. Past performance is not a guide to future performance.
Over the long term, returns from listed real estate have exceeded those from direct (physical) real estate – Source: European Public Real Estate Association (EPRA). Global listed real estate 9.5% vs global physical real estate 7.4%, 15 years annualised total returns to 30 June 2018.
Unless otherwise indicated, the source for all data is Janus Henderson Investors as of the publishing date of this video (12/07/2017).
