News and Announcements
Folkestone Maxim A-REIT Securities Fund July 2016 Monthly Report
- Published August 11, 2016 12:11PM UTC
- Publisher Wholesale Investor
- Categories Company Updates
Monthly Report
July 2016
Over the 12 month period ended 31 July 2016, the Fund returned +26.25% (after fees, before tax), outperforming the Benchmark return of +24.23% by +2.02%.
The July 2016 Monthly Report provides a snapshot of the Fund and the A-REIT sector’s performance.
Atchinson Consultants Reconfirms Recommended Rating
August 2016
Atchison Consultants has reconfirmed its Recommended rating in its annual review of the Folkestone Maxim A-REIT Securities Fund.
Key strengths identified by Atchison Consultants included:
- Experienced investment team with successful track record of managing
A-REIT Funds. - A strong qualitative approach to investing with a distinct focus on management capability and behaviours.
- Sustainable long term performance has continued in the past twelve months reflecting adherence to their investment philosophy.
- High profile provides quality access at Board and management level within investable universe.
The Folkestone Maxim A-REIT Securities Fund is a high conviction, actively managed fund, that gives investors exposure to a mix of quality listed A-REITs that own assets across the retail, residential, commercial, industrial and real estate related social infrastructure sectors.
- Investment Expertise
- Exposure to Listed Real Estate
- High Conviction, Active Strategy
- Daily Liquidity
- Quarterly Distributions
- Strategic Capacity Limit