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.
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