AmPRS – Asia Pacific REITs

*Please read the scheme’s disclosure document before deciding to make a contribution. If you do not have a copy, please contact the PRS Provider to ask for one or click here to go the PRS Provider’s page.

Investment
Objective		 The Fund aims to provide income* and to a lesser extent capital appreciation over the Medium to Long Term by primarily investing in real estate investment trusts (REITs).
Note:
* Income distribution (if any) will be reinvested in the form of units.
Any material change to the investment objective of the Fund would require members’ approval
Fund Category Real estate (REITs)
Investment
Strategy		 To achieve the investment objective, 70% to 98% of the Fund’s net asset value (“NAV”) will be invested in REITs listed in the Asia Pacific region, which includes but not limited to Australia, Hong Kong, Japan, Malaysia, New Zealand, Singapore, South Korea, Taiwan and Thailand. In addition to country diversification, the Fund will also diversify into different REITs sectors such as residential, commercial and industrial. The Fund will hold between 2% to 30% of its NAV in liquid assets.

The Investment Manager employs an active allocation strategy, which means the asset allocation decisions will be made after reviewing the macroeconomic trends and REITs market outlook of the respective countries in the Asia Pacific region. The Investment Manager will be targeting REITs that have been generating regular income returns and have potential for capital growth. In evaluating the suitability of a REIT, the Investment Manager, amongst other factors, will review the track record, investment portfolio, financial status, income distribution policy and cost factors of the REIT.

In an adverse market condition, the Investment Manager may increase its asset allocation to lower risk assets such as liquid assets to safeguard the investment of the Fund. During this period, the Fund’s investment may differ from the stipulated investment strategy. In order to achieve the investment objective, the Investment Manager will invest in REITs directly.
Asset
Allocation
  • 70% to 98% of the Fund’s NAV will be invested in REITs; and
  • A minimum of 2% and 30% of the Fund’s NAV in liquid assets
Performance
Benchmark		 S&P Pan Asia REITs Index1. (obtainable from:www.aminvest.com and Bloomberg L.P)
Member
Profile		 The Fund is suitable for members who:
  • an investment exposure through a diversified portfolio of REITs in Asia Pacific region; and
  • income* and to a lesser extent capital appreciation over the medium to long term;
Note: * Income distribution (if any) will be in the form of units.
Risks
Disclosure		 Risks associated with investment in REITs, Currency risk, Income Distribution Risk, Concentration Risk
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