Folkestone Maxim A-REIT Securities Fund
Folkestone Maxim A-REIT Securities Fund will give you exposure to a varying mix of listed A-REITs across but not limited to the retail, residential, commercial, hotel, industrial and real estate related social infrastructure sectors. It may also invest in a selected range of other assets including listed real estate related securities, international listed real estate securities, cash and fixed interest. The manager, Folkestone Maxim Asset Management Limited, will make decisions about buying and selling investments of the Fund daily (often called active management), selecting individual investments and also changing the mix of the types of investments.
The aim is to outperform the S&P/ASX 300 A-REIT Accumulation Index by 1.5% p.a. over rolling 3 year periods whilst also aiming to achieve a balance between growth in the value of your Units as well as income from your investment. The returns from the Fund are not guaranteed.
Folkestone Maxim utilises a disciplined investment process combining in-depth fundamental research with disciplined portfolio construction and risk controls to add consistent value over time. The basic premise of Folkestone Maxim’s investment philosophy is that there is a close relationship between the real estate market cycle and the economic cycle.
Should you have any queries, please contact us on [email protected] or call us on (02) 8277 0001.