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
BlackRock has named the next Economy. What this latest paper means for Private Market Investors.
BlackRock has put a name on something the smart money has been circling for two years. Its digital assets research team calls it the machine-native economy. The thesis fits in one line. AI is machine-native intelligence. Digital assets are machine-native money. Both are built on the same architecture, and they are converging into a single […]
Where’s the beef? Blackstone just answered the AI question.
In 1984, a fast food ad asked a question that became a catchphrase. Where’s the beef? Jon Gray, President of Blackstone, used that line this month in front of global LPs. It is the question every capital allocator is asking about AI. Trillions of dollars are going into chips, data centres and power. That is […]
The Best of Both Worlds: How Omnique Fund is Rewiring Real World Assets via Tokenisation
For decades, the playbook for Australia’s wholesale investors has remained relatively unchanged: pick between the slow-moving, illiquid reliability of tangible assets like property and gold, or chase the frictionless, high-velocity liquidity of public equity and digital markets. But as macroeconomic volatility spikes and a structural housing deficit reshapes private debt demand, sophisticated investors are demanding […]
Backed By Leading Investment Groups and Family Offices
