Principal Property Securities Fund
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Portfolio Services
Contact Us
Grant Forster
Chief Executive Officer
61 2 8226 9093
Giles Gunesekera
Director, Head of Third Party Sales
61 2 8226 9070
Marcus Hanel
Director, Third Party Sales
61 2 8226 9039
Cameron Sinclair
Director, Institutional Sales
61 2 8226 9052
Helen de Mestre
Director, Client Relationship & Marketing
61 2 8226 9041
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The Principal Property Securities Fund invests primarily in Australian listed
property securities. The Fund is actively managed against the S&P/ASX300
Property Accumulation Index. While the majority of the Fund's investments are
stocks within the index, some carefully selected stocks (subject to strict risk
controls) fall outside of the Index. This gives us an enhanced ability to add
value relative to the benchmark in a risk-controlled way.
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Our funds are available through a number of portfolio services.
View a full list of portfolio
services offering our products and their contact details.
If you wish to receive historical reports, click
here to send request.
Proxy Voting Policy |
Proxy Voting Record
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Principal Global Investors (Australia) Ltd. is the
responsible entity of the Principal Global Property Securities Fund, the
Principal Property Securities Fund, the Principal Global Strategic Income Fund,
the Principal Emerging Markets Equity Fund, and the Principal Global
Equity Growth Fund. You should consider the Product Disclosure Statement (PDS)
for the Funds which are available on this site and assess with your financial
advisor whether these products fit your investment objectives, particular needs
and financial situation before making any investment decision.
The Adviser Edge (ABN 95 094 329 110) rating
(assigned 16th June 2009) presented in this document is limited to "General
Financial Product Advice" and based solely on consideration of the investment
merits of the financial product(s). It is not a recommendation to purchase,
sell or hold the relevant product(s), and you should seek independent financial
advice before investing in this product(s). In providing the rating, Adviser
Edge reserves the right to amend, replace or withdraw the document at any time.
Adviser Edge has no obligation to provide the recipient with any access to
additional information or to release the results of or update any information
or opinion contained in this document.
The Lonsec Limited ("Lonsec") ABN 56 061 751 102 rating assigned May 2008 presented in this document is limited to "General Advice" and based solely on consideration of the investment merits of the financial product(s). It is not a recommendation to purchase, sell or hold the relevant product(s), and you should seek independent financial advice before investing in this product(s). The rating is subject to change without notice and Lonsec assumes no obligation to update this document following publication. Lonsec receives a fee from the fund manager for rating the product(s) using comprehensive and objective criteria.
To the extent that any ratings, opinions or other information of Standard & Poor's Information Services (Australia) Pty Ltd (ABN: 17 096 167 556, Australian Financial Services Licence Number: 258896) (“Standard & Poor’s) constitutes general advice, this advice has been prepared by Standard & Poor's without taking into account any particular person's financial or investment objectives, financial situation or needs. Before acting on any advice, any person using the advice should consider its appropriateness having regard to their own or their clients' objectives, financial situation and needs. You should obtain a Product Disclosure Statement relating to the product and consider the statement before making any decision or recommendation about whether to acquire the product. Past performance is not a reliable indicator of future performance. Ratings can change or cease at any time and should not be relied upon without referring to the meaning of the rating. For more information regarding ratings please call S&P Customer Service on 1300 792 553 and also refer to Standard & Poor's Financial Services Guide at www.assirt.com.au. Each analytic product or service of Standard & Poor's is based on information received by the analytic group responsible for such product or service. "S&P" and "Standard & Poor's" are trademarks of The McGraw-Hill Companies, Inc. ã 2009 Standard & Poor's Information Services (Australia) Pty Limited.
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