News and Announcements
Folkestone Maxim A-REIT Fund Significantly Outperforms in 2015
- Published January 18, 2016 4:04PM UTC
- Publisher Wholesale Investor
- Categories Company Updates
MONTHLY REPORT
December 2015
The Folkestone Maxim A-REIT Securities Fund generated a total return of 16.8% in 2015, outperforming the S&P/ASX300 A-REIT Accumulation Index by 2.47% (on an after fee before tax basis).
The December 2015 Monthly Report provides a snapshot of the Fund and A-REIT sector’s performance in 2015, and our outlook for 2016.
SECTOR PERFORMANCE
December 2015
• A-REITs generated a total return of +4.0% in December outperforming equities (+2.7%) and significantly outperformed for the year: +14.4% vs. +2.8%;
• Diversified A-REITs were the best performing A-REIT sector for the month (+6.5%) and retail A-REITs were the best performing for the year (+16.0%);
• A-REITs currently trade on a 5.0% dividend yield, a 2.18% premium to 10 year bonds, and a 37% premium to NTA; and
• Australian A-REITs outperformed other global REIT markets in December and was the second best performer in the year to December.
Company Updates
The Index Approach in Early-Stage Venture Capital: Reconsidered
The venture capital (VC) landscape is marked by its dynamism and complexity, especially in early-stage investing. The traditional approach in VC, characterised by a selective and intensive vetting process, often contrasts with the concept of ‘index investing.’ This article revisits the indexing approach in early-stage VC, incorporating insights from recent studies and data, including a […]
The Future Is Now: The Evolution of Dealflow with Wholesale Investor
If you’ve ever thought of investing or expanding your portfolio, there’s no better time than the present. In the fast-paced world of investment, things are changing at a breathtaking speed, and it’s crucial to stay ahead of the game. The Future of Deal Flow is Today Dealflow, the lifeblood of the investment world, is not […]
Investability of a Startup: A Comprehensive Guide for Angels and High-Net Worth Investors
Venturing into the Startup Scene Let’s dive into the intriguing world of startups. It’s a thrilling ride, isn’t it? Like finding a pearl in an ocean, spotting a promising startup amidst a sea of businesses is no easy task. This guide aims to light the way, focusing on the “The Investability of a Startup: 7 […]
Backed By Leading Investment Groups and Family Offices
