We are tweaking our property exposure selling Centuria Capital (CNI) in the Active Income Portfolio, preferring Charter Hall (CLW) which is more defensive, and income-focused.
MM is selling CNI in the Active Income Portfolio (only), taking a small loss around ~$1.70
Add To Hit List
We are buying CLW to shift to lower-growth but lower-risk property exposure across office, industrial, logistics, retail, data centres and social infrastructure.
MM is buying CLW in the Active Income Portfolio, allocating 4% around $3.50
Add To Hit List
