Maxim Property Securities Fund Key Features
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| Here are some of the features of our Property Securities Fund. Please download the PDS for full details or view the available platforms to access the fund here |
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Investment Strategies |
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Investment objective |
To outperform the S&P/ASX 300 A-REIT Accumulation Index |
Investment strategy |
To invest primarily in Australian listed REIT's and property related securities |
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Investment into the Fund |
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Minimum initial investment |
$25,000 |
Minimum additional investment |
$10,000 |
Suggested minimum investment period |
3 years |
Applications/withdrawals |
Daily dealing up to 2pm on any business day |
Minimum withdrawal |
$10,000 |
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Fees and Charges |
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Management fee |
0.97375% (including GST) |
Administration fee |
0.50% p.a Capped at $50,000 maximum in any 12 month period. |
Entry fee |
Nil |
Exit fee |
Nil |
Buy Spread |
0.25% |
Sell Spread |
0.25% |
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| Distributions |
Quarterly as at 30 September, 31 December, 31 March and 30 June |
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The Maxim Property Securities Fund invests mostly in Australian listed (or soon to be listed) property securities and property related securities but has the ability to invest a small portion of the Fund's assets in unlisted property securities and international property securities as well as cash.
The Fund aims to deliver a yield in excess of the benchmark together with moderate capital growth over the term. |
