News and Announcements
Folkestone Outperforms Benchmark by 4.62%.
- Published April 13, 2017 12:00AM UTC
- Publisher Wholesale Investor
- Categories Company Updates
For the 12 months to March 2017, the Fund returned +10.93% (after Fees but Before Tax), outperforming its benchmark by 4.62%.
The Monthly Report provides a snapshot of the Fund and the A-REIT sector’s performance.
Market Review
During March, the US Federal Reserve carried out one of the three anticipated Federal Fund rate hikes for 2017, taking the cash rate 25 basis points higher to a range of 0.75-1.00%. The outlook however, was perceived to be ‘dovish’ and generated concerns about the US economy going into a period of reflation.
Company Updates
The Algorithm Re-Dosing Cancer Treatment: Inside the University of Melbourne Spin-Out Rewriting a 60-Year-Old Formula
Oncology specialists are still calculating toxic chemotherapy doses using a formula from the era of the Ford Model T, leading to a system where seven out of eight patients are routinely overdosed. University of Melbourne spin-out PredicTx is dismantling this legacy approach, utilizing advanced AI to analyze existing patient CT scans, deliver precision medicine to the bedside, and return a massive 100x financial rerate to hospital networks.
Asset over thematic: Centuria’s Andrew Essey warns against ‘blanket strategies’ as global capital eyes Australia
Relying solely on broad macroeconomic trends is the single biggest mistake property investors make today. Centuria Capital CIO Andrew Essey explains why asset-level “lettability” always trumps the overarching sector thematic, and reveals where global institutional capital is quietly pivoting to capture high-octane returns.
Material gains: Swinburne spin-out EntroMat takes aim at $160b global market
Traditional metallurgy has hit a performance wall. Discover how Swinburne University spin-out EntroMat is leveraging physics-based AI and circular critical minerals to engineer high-entropy alloys capable of surviving the world’s most extreme industrial environments.
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