Principal Property Securities Fund
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Portfolio Services
Contact Us
Alex François
Managing Director, Head of Sales & Marketing
61 2 8226 9053
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
*Out of a group of approximately 37 active Listed Property
Funds, managers ranked by criteria established by IMCA in April 2007.
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Principal Global Investors (Australia) Ltd. is the responsible entity of the
Principal Global Property Securities Fund, the Principal Global Strategic
Income Fund and the Principal Property Securities Fund. You should consider the
Product Disclosure Statement (PDS) for the Fund which is available on this site
and assess with your financial advisor whether this product fits your
investment objectives, particular needs and financial situation before making
any investment decision.
Lonsec rating current as at July 2007. Any Lonsec Limited
("Lonsec") (ABN 56 061 751 102) rating 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. Please refer to Standard & Poor's Financial Services
Guide for more information 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 2007 Standard
& Poor's Information Services (Australia) Pty Limited.
Zenith's ratings are prepared exclusively for clients of Zenith Investment
Partners (Zenith). The rating is of a general nature and does not have regard
to the particular circumstances or needs of any specific person who may read
it. Each client should assess either personally or with the assistance of a
licensed financial adviser whether the Zenith rating or advice is appropriate
to their situation before making an investment decision. The information
contained in the rating is believed to be reliable, but its completeness and
accuracy is not guaranteed. Opinions expressed may change without notice.
Zenith accepts no liability, whether direct or indirect arising from the use of
information contained in the rating. No part of this report is to be construed
as a solicitation to buy or sell any investment. Zenith usually receives a fee
for rating the fund manager and product(s) against accepted criteria considered
comprehensive and objective.
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