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Morningstar

Dexus Property for Income 5072

Morningstar Medalist Rating
Medalist Rating as of | See Dexus Investment Hub
  • NAV / 1-Day Return —  /  —
  • Total Assets 32.9 Mil
  • Adj. Expense Ratio
    —
  • Expense Ratio —
  • Distribution Fee Level Above Average
  • Share Class Type —
  • Category Australia Fund Equity Australia Real Estate
  • Investment Style Mid Value
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 4.64%
  • Turnover 19%

AUD

Morningstar’s Analysis 5072

Will 5072 outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable 5072’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the 5072 management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of 5072’s parent organization’s priorities and whether they’re in line with investors’ interests.

Weakness in Dexus Property for Income's Process and People Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings 5072

More 5072 Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 78.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Goodman Group

21.94 10.8 Mil
Real Estate

Stockland Corp Ltd

13.82 6.8 Mil
Real Estate

Scentre Group

13.37 6.6 Mil
Real Estate

Vicinity Centres

6.77 3.3 Mil
Real Estate

Mirvac Group

5.29 2.6 Mil
Real Estate

GPT Group

4.88 2.4 Mil
Real Estate

HomeCo Daily Needs REIT Units

4.40 2.2 Mil
Real Estate

Region Group

3.25 1.6 Mil
Real Estate

Charter Hall Retail REIT

2.50 1.2 Mil
Real Estate

Waypoint REIT Ltd

1.92 946,808
Real Estate