Aims Property Securities Fund (APW)

Overview

Aims Property Securities Fund is a close-ended fund of funds that was launched by MacArthurCook Ltd. and is managed by MacarthurCook Fund Management Limited. The organization specializes in investing across the real estate sector, including a variety of investment vehicles such as unlisted property trusts/syndicates and wholesale property funds. Aims Property Securities Fund is notable for employing a fundamental analysis approach that emphasizes a bottom-up stock picking methodology. This approach prioritizes several key factors for investment consideration, including the skills of the fund manager, the quality of the fund, property quality, debt management capabilities, commitment to income growth, financial strength, proven management, and the strength of the business model. With its performance benchmarked against the S&P/ASX200 Property Trust Accumulation Index, Aims Property Securities Fund conducts its research in-house to inform its investment decisions. The fund, formerly known as MacArthurcook Property Securities Fund, is domiciled in Australia, reflecting its focused investment landscape.

Products and Services

• Unlisted Property Trusts/Syndicates:

The fund invests in unlisted property trusts and syndicates, providing investors with alternative investment avenues to participate in private real estate ventures that are not tradable on public exchanges. These investments often aim for income distribution and capital appreciation through direct or indirect property ownership.

• Wholesale Property Funds:

Investment in wholesale property funds allows the fund to involve itself in large-scale real estate investments that are typically accessible only to institutional investors or qualified individuals. These funds offer diversified exposure to real estate markets with the potential for lower volatility compared to direct property investments.

• Listed Property Trusts:

By investing in listed property trusts (also known as Real Estate Investment Trusts or REITs), the fund provides its investors with exposure to a portfolio of properties, often diversified across various geographical locations and types of real estate. These trusts trade on public stock exchanges, enhancing liquidity and transparency for investors.

• Listed Property-Related Companies:

This component of the fund's investments includes shares of companies involved in the real estate sector, including developers, managers, and companies providing real estate services. Investing in these companies allows for wider exposure to the real estate market’s growth potential beyond direct property ownership.

• Cash and Fixed Interest Securities:

A portion of the fund’s portfolio is allocated to cash and fixed interest securities. This strategy is employed to manage risk, enhance liquidity, and provide a stable income stream to investors. Such investments are crucial for portfolio diversification and risk management.