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Ironbark Paladin Property Securities Fund (IRONBARKPALA.AX)

YHD - YHD Delayed Price. Currency in AUD
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0.9900+0.0100 (+1.02%)
At close: 06:07PM EDT

Ironbark Paladin Property Securities Fund

Ironbark Asset Management (Fund Services) Limited

Level 18, 1 Margaret Street

Management Information
Daniel Ekins,Lead Manager since December 30, 1997
Mr Ekins is an Daniel Ekins. Managing Director, Portfolio Manager of Deutsche Investment Management Americas Inc. since 2006.Pior to this, he is a lead portfolio manager for Australian real estate securities portfolios with investment oversight for RREEF's broader Asia Pacific real estate securities investment activities: Singapore Joined the Company and the Australian management team in March 1997. Prior to joining he spent three years at Hazama Corporation responsible for managing a direct property portfolio. He also worked in commercial real estate consultancy for eight years including valuation, and leasing roles at Jones Lang LaSalle and Knight Frank. Degree in Property Valuation; Graduate Diploma in Property Development from the South Australian Institute of Technology; Graduate Diploma in Applied Finance and Investment from the Securities Institute of Australia
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryEquity Australia Real Estate
Fund FamilyIronbark Asset Management Pty Ltd
Net Assets281.7M
YTD Return9.89%
Yield2.45%
Morningstar Rating★★★
Inception DateFeb 28, 1995

Fund Operations

Last Dividend0.00
Last Cap Gain0.00
Holdings Turnover36.14%
Average for CategoryN/A

Fees & Expenses

ExpenseIRONBARKPALA.AXCategory Average
Annual Report Expense Ratio (net)0.00%0.00%
Prospectus Net Expense Ratio0.00%N/A
Prospectus Gross Expense Ratio0.00%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales Load0.00%N/A
Max Deferred Sales LoadN/AN/A
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A