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Pendal Property Securities (0P000079DQ)
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25/11 - Closed. Currency in AUD
- Morningstar Rating:
- Total Assets: N/A
BT Wholesale Property Securities Fund
0.699
+0.009
+1.38%
- Overview
- Profile
- Historical Data
- Holdings
0P000079DQ Overview
On this page you'll find an in-depth profile of Pendal Property Securities. Learn about the key management, total assets, investment strategy and contact information of 0P000079DQ among other information.
Investment Strategy
This Fund is designed for investors who want the potential for long term capital growth and income, diversification across a broad range of primarily Australian listed property securities and are prepared to accept higher variability of returns. The Fund invests in property securities including listed property trusts, developers and infrastructure investments. The Fund invests primarily in Australia but at times it may have some overseas exposure. Up to 15% of the Fund can be invested in international listed property securities.
Contact Information
Address
Sydney NSW 2000
Sydney,NSW 2000
Australia
Sydney,NSW 2000
Australia
Phone
+61 02 9220 2000
Fax
+61 02 9220 2305
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Julia Forrest | - | 2003 | Now |
| Biography | Julia joined the funds management business of BT Financial Group, now Pendal Group, in 2003 and is responsible for the management of property trust portfolios, including portfolio construction and analysis. Prior to joining Pendal Group, Julia was a highly rated analyst at a number of broking houses including Salomon Smith Barney (now Citigroup), ANZ McCaughan and McIntosh Securities (now Merrill Lynch). Her role in major broking houses has principally been property equities research focused, however she has had a great deal of capital markets experience working on initial public offerings, capital raisings and property advisory roles (including cross border deals). Prior to these roles she held a Financial Investigators role with the Attorney General’s Department for three years. Julia holds a Bachelor of Economics from the University of Sydney and a Diploma of Law from the Solicitor and Barristers Admission Board, specialising in property and insolvency law. | ||
| Peter Davidson | - | 1997 | Now |
| Biography | Peter joined Westpac Investment management in 1994, which later became BT Investment Management and is now Pendal Group. Peter is currently responsible for the portfolio management of Pendal Group’s range of listed property securities funds. Previously, Peter held senior analytical responsibility for the property, retail, insurance and infrastructure sectors. Peter also has direct property experience when he represented BT Financial Group for five years as a non-executive director of a large direct property fund, the Industry Superannuation Property Trust. Peter started his career as a fixed income securities and foreign exchange dealer with Midland Montagu Australia and then moving to Daiwa Securities where he worked as an executive in the advisory area. Prior to this, Peter was an industrials analyst at BT Securities. Peter holds a Bachelor of Economics and a Bachelor of Law from The University of Sydney. | ||
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