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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

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