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Mlc Wholesale Property Securities Fund (LP65001143)

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0.909 +0.013    +1.48%
03/05 - Closed. Currency in AUD ( Disclaimer )
  • Morningstar Rating:
  • Total Assets: 4.77M
Type:  Fund
Market:  Australia
Issuer:  National/MLC Group
ISIN:  AU60MLC02639 
Asset Class:  Equity
MLC Wholesale Property Securities Fund 0.909 +0.013 +1.48%

LP65001143 Overview

 
On this page you'll find an in-depth profile of Mlc Wholesale Property Securities Fund. Learn about the key management, total assets, investment strategy and contact information of LP65001143 among other information.
Category

Equity Australia Real Estate

Total Assets

4.77M

Expenses

Inception Date

Jan 01, 1998

Investment Strategy

The fund invests primarily in Australian property securities, including listed Real Estate Investment Trusts and companies across most major listed property sectors. It doesn't normally invest in direct property, but may have some exposure to property securities listed outside of Australia from time to time.

Contact Information

Address PO Box 200
North Sydney,NSW 2059
Australia
Phone +61 03 8634 4721
Fax +61 02 9964 3334

Top Executives

Name Title Since Until
Peter Sumner - 2012 Now
Biography Peter joined MLC in 1989 to assist in the management and development of cash, short term and fixed interest strategies.  While managing these strategies he also built up a broad-based manager research capability across all asset classes including; fixed income, equities and REITs and in July 2000 Peter became a senior member of the investment team.Peter has been responsible for the development of fixed interest, cash, currency, commodities and insurance-related investments strategies from mid 2000 to late 2008, and manager research in the areas of global and domestic fixed interest and cash, currency overlay, and alternatives (including commodities, insurance related investments and hedge funds). Peter also acted as  backup for  the Australian REITs and Global REITs portfolios for 3 years over this time. In October 2008 Peter was appointed Portfolio Manager for Australian equities and in August 2012, Portfolio Manager for Australian listed property. Peter has more than 30 years of investment experience.
Grant Mizens - 2012 2014
Biography Grant is Assistant Portfolio Manager in the Capital Markets Research team responsible for asset allocation across MLC’s diversified portfolios. He re-joined the team in 2014 and is involved in the team's asset allocation work, including scenarios and asset class modelling. Grant has worked at NAB Asset Management since 2006. His main focus has been portfolio construction and manager research for MLC's equity portfolios. Before re-joining the Capital Markets Research team he was a Senior Consultant in the JANA Advice and Research Team, focussing on Australian shares. Grant has a BA (Econ) from the University of Illinois and a Diploma of Financial Management from Finsia.
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