News and Announcements
Folkestone February Monthly Report; Fund Returned +8.60% & Outperformed Benchmark Return
- Published March 14, 2016 10:54AM UTC
- Publisher Wholesale Investor
- Categories Company Updates
Monthly Report – February 2016
Over the 12 month period ended 29 February 2016, the Folkestone Maxim A-REIT Securities Fund returned +8.60% (after fees, before tax) outperforming the Benchmark return of +6.56% by +2.04%. Since inception (15 October 2005), the Fund has outperformed its Benchmark by +0.90% on an after fees, before tax basis.
The February 2016 Monthly Report provides a snapshot of the Fund and A-REIT sector’s performance.
Real Estate Performance
A-REIT MONTHLY PERFORMANCE – FEBRUARY 2016
A-REITs generated a total return of +2.8% in February outperforming equities (-1.7%) and significantly outperforming for the year: +6.6% vs. -13.4%.
PROPERTY COUNCIL/IPD AUSTRALIA PROPERTY INDEX – DECEMBER QUARTER 2015
Non-residential property delivered a total return of 14.0% for the year ending December 2015. Capital return of 6.8% was the highest annual growth since March 2008.
RESIDENTIAL PROPERTY PERFORMANCE – FEBRUARY 2016
House prices fell in two cities (Perth and Canberra) and apartment prices fell in five cities (Sydney, Perth, Darwin, Canberra and Brisbane) in the month of February.
Company Updates
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