|Asset class||Equity Australia Real Estate|
|Responsible Entity||One Managed Investment Funds Limited|
|Fund Manager||Charter Hall Property Securities Management Ltd|
|Legal type||Open end|
|Fund inception||17 Oct 2005|
|Entry / exit price (2020-12-31)||$1.0075 / $1.0025|
The aim is to outperform the S&P/ASX 300 A-REIT Accumulation Index by 1.5% p.a. over rolling 3 year periods whilst also aiming to achieve a balance between growth in the value of your Units as well as income from your investment.
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.
Please refer to the full qualitative report for this fund for our rating.
|Management Fee % PA||0.9500|
|ICR % PA||0.9500|
|Entry / Exit %||0.0000/0.0000|
|Buy / Sell Spread||0.25% / 0.25%|