It has a diversified and growing portfolio of commercial properties leased to distributors and producers of consumer staples goods.
Consumer staples are essential products, such as food or household items, that people are generally unable or unwilling to cut out of their budgets. They are characterised by: a low elasticity of demand; consumption correlated with population growth; dominant brands with high levels of consumer loyalty; and stable cash flows through economic and market cycles.
The Fund invests in a diversified and growing portfolio of properties leased to retailers, distributors and producers of consumer staples goods. The Fund will target properties leased to the dominant companies in their respective industries.
See the Product Disclosure Statement for further information, including for a summary of the key risks relating to an investment in the fund.
1. The Lonsec Ratings (assigned DIF4 – November 2016) presented in this document are published by Lonsec Research Pty Ltd ABN 11 151 658 561 AFSL 421445. The Ratings are limited to “General Advice” (as defined in the Corporations Act 2001 (Cth)) and based solely on consideration of the investment merits of the financial products. Past performance information is for illustrative purposes only and is not indicative of future performance. They are not a recommendation to purchase, sell or hold CHDPML products, and you should seek independent financial advice before investing in these products. The Ratings are subject to change without notice and Lonsec assumes no obligation to update the relevant documents following publication. Lonsec receives a fee from the Fund Manager for researching the products using comprehensive and objective criteria. For further information regarding Lonsec’s Ratings methodology, please refer to our website at: http://www.beyond.lonsec.com.au/intelligence/lonsec-ratings
2. The Professional Planner | Zenith Fund Awards are determined using proprietary methodologies. Fund Awards were issued October 5, 2018 and are solely statements of opinion and do not represent recommendations to purchase, hold or sell any securities or make any other investment decisions. Fund Awards are current for 12 months from the date awarded and are subject to change at any time. Fund Awards for previous years are referenced for historical purposes only.