The Harbour Real Estate Investment Fund has been issued a “4 IP” rating by Research IP, with a score of 3.76/5.
The Harbour Real Estate Investment Fund (“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 don’t meet the strict definition of listed property securities or REITs.
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Research IP says
“The Harbour Real Estate Investment Fund (“the Fund”) will typically hold a portfolio comprising approximately 40 companies and is unconstrained by a series of broad ranges across security size, sector and cash positions. Research IP believes the Fund can be used as part of a well-diversified real estate portfolio, including listed Australasian and global real estate investment trusts (securities) and listed infrastructure assets.“
“Research IP believes the Manager has sufficient resource to be able to manage the Fund adequately. A significant reason for this is due to the robust investment decision-making process which is applied across the firm.“
“The Manager’s process blends academic research and practical insights, to develop what the Manager considers as its edge as a focused growth manager. Deep fundamental company research underpins each security in the portfolio. Research IP notes that Solly takes on a lot of this role as it applies to REITs. The process employed by Solly leverages his 15+ years running property-based funds.“
Research IP, 2 August 2021
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Disclaimer, Disclosures and Warnings
Research IP strongly recommends this document and report be read in conjunction with the relevant Product Disclosure Statement. Research IP gives no warranty of accuracy or completeness of information in this document. Any information, opinions, views or recommendations are general information only and do not take into consideration any person’s particular financial situation or goals and therefore does not constitute financial advice. This document should not be relied upon as a substitute for financial advice from your financial adviser.