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Resolution Capital Real Assets Fund Highly Recommended by Lonsec

Resolution Capital is pleased to announce the Resolution Capital Real Assets Fund (the Fund) has been upgraded to a ‘Highly Recommended’ rating by Lonsec. It is the second year in a row the Fund has been upgraded by the research firm.

 

Portfolio Manager, Jan de Vos said he believes the rating is strong recognition for the role an actively-managed portfolio of Real Assets can play in investment portfolios and the quality of the Resolution Capital investment process.

 

“We are proud to achieve a highly recommended rating from the respected team at Lonsec in just over two years since we launched this Fund. It is a testament to our team and our disciplined investment process which emphasises high quality predictable cash flows, strong capital structures and experienced management teams,” he said.

 

“The Resolution Capital Real Assets Fund provides quality exposure across a diverse range of listed real estate and infrastructure and sub-sectors. We believe this combination provides an exceptional way for investors to gain exposure to key trends including the growth in needs based real estate such as childcare centres and self storage and the return to mobility with increased traffic at airports and toll roads as economies start to re-open.

 

“Our concentrated portfolio contains listed assets that derive revenue from physical assets which over time can generate sustainable, long-dated, inflation-protected cash flows.

 

In its report, Lonsec notes Resolution Capital’s “well-formulated and consistent investment process”.

 

The Resolution Capital Real Assets Fund was launched in October 2019, after unitholders of the Resolution Capital Core Plus Securities Fund approved a strategy change to allow up to 50% of the existing A-REIT portfolio to be invested in Australian Listed Infrastructure (ALI) securities and up to 20% in Global listed real estate securities and Global Listed Infrastructure.

 

For more about the Fund: https://rescap.com/realassetsfund

 


 

About the Resolution Capital Real Assets Fund:

The Resolution Capital Real Assets Fund provides investors access to a professionally managed portfolio of Australian listed real estate, typically known as A-REITs, and Australian listed infrastructure investment securities.

The underlying assets of the investments include commercial real estate assets such as office buildings, shopping centres and logistics warehouses as well as infrastructure assets such as airports, pipelines, toll roads and public utilities. Resolution Capital seeks to further enhance returns by investing up to 20% of the Real Assets Fund in global real estate and infrastructure securities listed on international stock exchanges.

Disclaimer:

Resolution Capital Limited Disclaimer:

Resolution Capital Limited (“Resolution Capital”) ABN: 50 108 584 167 AFSL No. 274491 is the investment manager of the Funds. Resolution Capital believe the information contained in this communication is reliable, however its accuracy, reliability or completeness is not guaranteed. Subject to any liability which cannot be excluded under the relevant laws, Resolution Capital disclaim all liability to any person relying on the information contained in this communication in respect of any loss or damage (including consequential loss or damage), however caused, which may be suffered or arise directly or indirectly in respect of such information. 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 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.

Lonsec Disclaimer:

Issued by Lonsec Research Pty Ltd ABN 11 151 658 561 AFSL 421 445 (Lonsec).

Lonsec receives a fee from the fund manager or financial product issuer(s) for researching the financial product(s), using objective criteria and for services including research subscriptions. Lonsec’s fee is not linked to the rating(s) outcome. Lonsec Investment Solutions Pty Ltd ABN 95 608 837 583 CAR (CAR: 001236821) of Lonsec receives fees under separate arrangement for providing investment consulting advice to clients, which includes model portfolios, approved product lists and other financial advice and may receive fees from this fund manager or financial product issuer for providing investment consulting services. Refer to the Conflicts of Interest Statement at: Lonsec.com.au/important-documents. Lonsec does not hold the financial product(s) referred to in this document.

Lonsec’s representatives and/or their associates may hold the financial product(s) referred to in this document, but details of these holdings are not known to the Analyst(s). Warnings: In line with industry practice returns may be estimated, to access verified returns please refer to the product provider. Past performance is not a reliable indicator of future performance. Any advice is General Advice based on the investment merits of the financial product(s) alone, without considering the investment objectives, financial situation and particular needs of any particular person.

It is not a recommendation to purchase, redeem or sell the relevant financial product(s). Before making an investment decision the reader must consider his or her financial circumstances or seek personal financial advice on its appropriateness. Read the Product Disclosure Statement for each financial product before making any decision about whether to acquire a financial product. Lonsec’s research process relies upon the participation of the fund manager or financial product issuer(s). Should the fund manager or financial product issuer(s) no longer participate in Lonsec’s research process, Lonsec reserves the right to withdraw the document at any time and discontinue future coverage. The product rated in this publication may have related financial products or be associated with other financial products and platforms. The rating may only be applied to the financial product outlined in this publication at first instance, seek professional advice before you make an investment decision on related or associated financial products and platforms. You should be aware that the mandate, fees, underlying investments, the issuers of the related and associated financial products and platforms may be different from the financial product specified in this publication. Disclaimer: This document is for the exclusive use of the person to whom it is provided by Lonsec and must not be used or relied upon by any other person.

No representation, warranty or undertaking is given or made in relation to the accuracy or completeness of the information presented in this document, which is drawn from public information not verified by Lonsec. Financial conclusions, ratings and advice are reasonably held at the time of completion but subject to change without notice. Lonsec assumes no obligation to update this document following publication. Except for any liability which cannot be excluded, Lonsec, its directors, officers, employees and agents disclaim all liability for any error or inaccuracy in, misstatement or omission from, this document or any loss or damage suffered by the reader or any other person as a consequence of relying upon it.

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