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RCAPResolution / Pinnacle · Property - Global · Property · Global ex-Australia · Active

Resolution Capital Global Property Securities Fund - Active ETF

Fee p.a.
0.80%
ASX report
Fund size
A$2.3b
12m flow A$116m
Yield
2.0%
4 payments / yr
Volatility 3y
16.8%
annualised
Max DD 3y
−19.0%
all-time −38.9%
Listed
2022
22 Feb 2022 · spread 0.36%

Growth of $10,000

Since listing, distributions reinvested
$5k$10k$15k$20k$25k$30k20112013201520172019202120232025
$10,000 at listing$26,608 at 4 Sept 2026. Monthly points, distributions reinvested, before franking.

Performance

Period
Total
ASX
1 month
−4.2%
1.7%
3 months
3.1%
6 months
2.5%
Year to date
9.9%
1 year
15.3%
20.8%
3 years p.a.
9.0%
10.1%
5 years p.a.
0.7%
10 years p.a.
4.1%
Since listing p.a.
6.5%

Total return to 4 Sept 2026, distributions reinvested, before franking. ASX figures are to 31 July 2026 and gross of franking, so they run higher for franked Australian funds.

Sharpe 3y 0.30Vol 1y 14.3%Vol 5y 17.7%Max DD 1y −10.2%Max DD 5y −33.4%Best year 29.9%79% positive years

Calendar-year returns

2012
29.3%
2013
8.2%
2014
27.0%
2015
7.1%
2016
6.9%
2017
11.4%
2018
−4.5%
2019
23.7%
2020
−9.6%
2021
29.9%
2022
−24.7%
2023
8.8%
2024
2.5%
2025
7.4%
2026
9.9%

Where the money is

The issuer does not publish machine-readable holdings for this fund, so exposures and holdings overlap are not available. Return correlations still are.

Most similar funds

Overlap is the share of the portfolio held in common, look-through. Correlation is of daily returns. High overlap means close substitutes.

Code
Fund
Fee
Overlap
Corr 3y
iShares Core FTSE Global Property Ex Australia (AUD Hedged) ETF
0.15%
0.78
VanEck FTSE International Property (Hedged) ETF
0.20%
0.70
SPDR Dow Jones Global Real Estate ESG Tilted ETF
0.20%
0.67
iShares Core FTSE Global Infrastructure (AUD Hedged) ETF
0.15%
0.62
Betashares S&P 500 Equal Weight Currency Hedged ETF
0.32%
0.60
Vanguard Diversified Growth Index ETF
0.27%
0.56
Vanguard Diversified High Growth Index ETF
0.27%
0.55
Vanguard Diversified Balanced Index ETF
0.27%
0.54
Vanguard Global Minimum Volatility Active ETF
0.28%
0.54
Vanguard MSCI Index International Shares (Hedged) ETF
0.21%
0.54
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