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Morningstar: Resolution Capital team ‘unsurpassed’

 

Morningstar analysts have lauded the expertise of the Resolution Capital management team in a new report on the Resolution Capital Global Property Securities Fund.

 

“The experience and insight of the four-person portfolio management team here is unsurpassed,” said Morningstar.

 

“Investors will be hard-pressed to find anything better in the global listed property space.”

 

The report, published 15 August 2019, labels Resolution Capital ‘the global listed property paragon’ and once again awarded the Global Property Securities Fund a Gold Morningstar Analyst Rating.

 

The Global Property Securities Fund gives investors exposure to the underlying returns of some of the world’s highest quality real estate assets through a professionally managed portfolio of global real estate investment trusts and property companies.

 

The fund’s investment team is led by Chief Investment Officer, Andrew Parsons, who has decades of experience in global financial and property markets.

 

“We are humbled by Morningstar’s recognition of our fund’s performance and the qualities of our team. We are particularly proud of our track record which has demonstrated strong absolute and relative returns over the medium to long term. It is a testament to the underlying strategy and the commitment of the team,” said Mr Parsons.

 

“Resolution Capital aims to deliver competitive long term risk adjusted returns through allocating capital to listed property platforms which we judge to be best in class, managed with high standards of corporate governance and financed by robust balance sheets.”

 

*From 1 April 2015, the benchmark changed from UBS Global Real Estate Investor Index (AUD Hedged Net TR) to FTSE EPRA/NAREIT Developed Index ( AUD Hedged) Net TRI.

Resolution Capital Limited Disclaimer:

Interests in the Resolution Capital Global Property Securities Fund (‘Fund’) (ARSN 128 122 118) are issued by Pinnacle Fund Services Limited, ABN 29 082 494 362, AFSL 238371, as responsible entity of the Fund. Pinnacle Fund Services Limited is not licensed to provide financial product advice. You should consider the Product Disclosure Statement of the Fund available at www.rescap.com/funds in its entirety before making an investment decision. Resolution Capital Limited (‘Resolution Capital’) (ABN 50 108 584 167 AFSL 274491) is the investment manager of the Fund. Pinnacle Fund Services Limited and Resolution Capital believe the information contained in this communication is reliable, however its accuracy, reliability or completeness is not guaranteed. Any opinions or forecasts reflect the judgment and assumptions of Resolution Capital and its representatives on the basis of information at the date of publication and may later change without notice. The information in this communication is not intended as a securities recommendation or statement of opinion intended to influence a person or persons in making a decision in relation to investment. This communication is for general information only. It has been prepared without taking account of any person’s objectives, financial situation or needs. Any persons relying on this information should obtain professional advice before doing so. Past performance is not a reliable indicator of future performance.

Unauthorised use, copying, distribution, replication, posting, transmitting, publication, display, or reproduction in whole or in part of the information contained in this communication is prohibited without obtaining prior written permission from Resolution Capital Limited.

Morningstar Disclaimer:

© 2019 Morningstar, Inc. All rights reserved. Neither Morningstar, its affiliates, nor the content providers guarantee the data or content contained herein to be accurate, complete or timely nor will they have any liability for its use or distribution. Any general advice or ‘class service’ have been prepared by Morningstar Australasia Pty Ltd (ABN: 95 090 665 544, AFSL: 240892) and/or Morningstar Research Ltd, subsidiaries of Morningstar, Inc, without reference to your objectives, financial situation or needs. Refer to our Financial Services Guide (FSG) for more information at www.morningstar.com.au/s/fsg.pdf. You should consider the advice in light of these matters and if applicable, the relevant Product Disclosure Statement (Australian products) or Investment Statement (New Zealand products) before making any decision to invest. Our publications, ratings and products should be viewed as an additional investment resource, not as your sole source of information. Past performance does not necessarily indicate a financial product’s future performance. To obtain advice tailored to your situation, contact a professional financial adviser.

The Morningstar Rating is an assessment of a fund’s past performance – based on both return and risk – which shows how similar investments compare with their competitors. A high rating alone is insufficient basis for an investment decision.