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Mason Stevens Adds the Folkestone to Managed Account Service

  • Published July 24, 2015 11:33AM UTC
  • Publisher Wholesale Investor
  • Categories Company Updates

23rd July 2015, Folkestone

Mason Stevens today announced the launch of a new managed account – the Folkestone Maxim A-REIT Securities Portfolio (the Portfolio), which is managed by Folkestone Maxim Asset Management Limited, on its Managed Account service.

Investors will benefit from Folkestone Maxim’s high conviction approach to investing delivered through a transparent, separately managed account structure. The Portfolio adopts a standalone strategy available only in an SMA format, rather than replicating an existing managed fund.

Folkestone Maxim utilises a disciplined investment process combining in-depth fundamental research with disciplined portfolio construction and risk controls to add consistent value over time. The basic premise of Folkestone Maxim’s investment philosophy is that there is a close relationship between the real estate market cycle and the economic cycle.

Managing Director of Mason Stevens Adviser Services, Thomas Bignill, said “Mason Stevens is committed to providing our clients with access to leading investment solutions and best of breed investment managers.” “The depth of experience across Folkestone’s real estate funds platform is remarkable. We’re excited to be able to add the Portfolio to the Mason Stevens Managed Account service,” said Mr Bignill.

To download the full document, please click on the link below. 

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