News and Announcements
Folkestone Maxim A-REIT Securities Fund Rating Upgraded By Lonsec
- Published May 23, 2016 2:31PM UTC
- Publisher Wholesale Investor
- Categories Company Updates
Folkestone Maxim Asset Management is pleased to announce that the Folkestone Maxim A-REIT Securities Fund has had its rating upgraded to “Recommended” by research house Lonsec.
Lonsec said “the “Recommended” rating indicates Lonsec has strong conviction the financial product can generate risk adjusted returns in line with relevant objectives. The financial product is considered an appropriate entry point to this asset class or strategy”.
Lonsec believes the Fund benefits from an experienced property investment team implementing a differentiated, high conviction investment approach and noted that the Fund is relatively well placed to outperform versus some Lonsec peers who are currently managing much higher levels of FUM than Folkestone Maxim. Lonsec further noted that over the past three years the Fund has outperformed the Lonsec peer group considerably and recorded the lowest volatility of the Funds in the peer group.
Mr Winston Sammut, Portfolio Manager of the Folkestone Maxim Asset A-REIT Securities Fund, said “we are extremely pleased to be upgraded by Lonsec to “Recommended”. The new rating is timely given the current low interest rate environment continues to put the spotlight on the A-REIT sector as a source of yield”.
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