The Harbour Real Estate Investment Fund has been issued a “4 IP” rating by Research IP, with a score of 3.50/5.
The fund will predominantly be invested in sustainable dividend generating companies, which derive their economic value from owning traditional real estate assets with appropriate financial and governance structures in place. In addition, the Fund may invest in shares of companies that derive their economic value from the control of real estate assets, but do not meet the strict definition of listed property securities or REITs.
What is the Fund’s competitive advantage?
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https://platform.research-ip.com/funds/68517957
Research IP says
“The Harbour Real Estate Investment Fund is benchmark unaware and despite being a relatively diverse, at approximately 30 securities, the portfolio can have material positions. The Fund is likely to hold non benchmark positions, e.g. infrastructure and take significant sector bets, relative to the underlying indices. However, the methodical approach to risk management is reflective of the Manager’s complete process to investing client money.
“The Portfolio Manager (Shane Solly) has a solid 28 years of industry experience. Solly has held responsibility for the Fund since the Funds inception and has been with Harbour for 6 years. Research IP believes that, in conjunction with a disciplined approach to investing, the Manager presents a clear rationale as to why a potential investor should consider investing in this Fund.
“Research IP also notes that although this Fund will have a strong bias to NZ property, it also has the ability to own equity, debt and convertible securities (including infrastructure), as well as use derivatives (options and exchange traded futures).”
Research IP, 11 May 2020
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