News and Announcements
Folkestone Maxim A-REIT Securities Fund June 2016 Report: +4.02% Returned
- Published July 14, 2016 3:04PM UTC
- Publisher Wholesale Investor
- Categories Company Updates
For the month of June 2016, the Fund returned +4.02% (on an After Fee but Before Tax basis), outperforming the Fund’s Benchmark (S&P/ASX 300 A-REIT Accumulation Index) by 0.49%.
The June 2016 Monthly Report provides a snapshot of the Fund and the A-REIT sector’s performance.
Fund Benefits
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