From 17 November 2025 two existing highly-rated award-winning Quay Global Investors ('Quay') funds will be available as actively managed exchange traded funds (‘Active ETFs’) for investment via the ASX.
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Active ETF |
ASX code |
Learn more |
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Quay Global Real Estate Fund (Unhedged) Active ETF |
QGRU |
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Quay Global Real Estate Fund (AUD Hedged) Active ETF |
QGFH |
The funds provide access to a wide variety of listed real estate opportunities across multiple geographies, with QGFH providing hedging to the AUD. The strategy is relatively concentrated, with a conviction-based approach, aiming to consistently deliver attractive total returns over the long term.
Recent updates from Quay
Chris Bedingfield recently spoke to Livewire’s James Marlay on the… Listen to the full podcast
Chris Bedingfield recently spoke to Owen Raszkiewicz from Rask about… View the full interview
Catch up on the latest Investment Perspectives newsletters from the Quay team. Read the latest performance report What makes us different
- Focus on delivering investors total returns, not relative returns
- Anchoring values to replacement cost and focus on post depreciation cash flows
- The ‘Investment Process’ of the investee is critical to returns
- ‘Risk’ defined as a permanent loss of real purchasing power
- Index unaware, relatively concentrated with a conviction-based approach
- We seek the best global rent based total return opportunities
- We do not invest in developers and emerging markets
- Stock selection is based on sustainable total returns as opposed to discount to NAV
- Weight given to low pay-out ratios, strong balance sheets and re-investment returns
- Alignment with investors
- Business is majority owned by founders
- 80% team members are personally invested in the strategy
- Diverse and deep experiences in global real estate with a strong focus on risk gained from roles in equity research, corporate finance and investment management
Quay research ratings and awards
Quay’s investment process
Quay’s investment process employs quantitative, qualitative and fundamental research methodologies, as well as drawing on the portfolio managers’ experiences to identify those investment opportunities in the global universe that are best placed to satisfy the investment strategy.
Portfolio diversification
