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.
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