Resolution Capital Real Assets Fund ‘Recommended’ by Zenith


Resolution Capital is pleased to announce that the Resolution Capital Real Assets Fund has received a ‘Recommended’ rating by Zenith Investment Partners. It is the inaugural rating for the Real Assets strategy (the Strategy).

Portfolio Manager, Jan de Vos, said the rating reflects a strong appraisal for the role that a carefully selected portfolio of quality REITs and Listed Infrastructure can play in investors’ portfolios.

“In my view Real Assets remain a compelling long-term investment opportunity and the Resolution Capital Real Assets Fund provides quality exposures across a diverse range of REITs and Listed Infrastructure,” said Mr De Vos.

“Infrastructure and real estate have similar characteristics as both derive revenue from physical assets which, over time, can generate sustainable, long-dated, inflation-protected cash flows and provide exposure to population growth and urbanisation.

“When selecting Real Assets our rigorous process emphasises predictable cash flows, strong capital structures and experienced management teams. This process has proven particularly important recently when certain Real Assets have been a bedrock of stability amongst the extreme volatility.”

In its report, Zenith notes that the ability for the Real Assets investment team to supplement research from Resolution Capital’s highly regarded global team is a “key attraction and potential advantage” for the fund.

Furthermore, “Zenith has a favourable view of the expanded mandate, which allows for greater flexibility by increasing the investable universe to include Infrastructure securities.”

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.

The fund’s investment objective is to exceed the total return of the S&P/ASX 300 A-REIT Accumulation Index after fees on a rolling 3-year basis.

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