Real assets produces stable income streams despite occasional capital value declines

Tue, 16 Jan 2024 20:50:42 +0000

Zenith Investment Partners says the real assets sector produces stable income streams for investors and has, in a historical context, rarely produced negative total returns despite occasional capital value declines. As a result, patient investors are unlikely to observe long-term value decline.

In its latest sector report: Real Assets, it says: “Over the last 12 months to 30 September 2023, Zenith’s rated Real Assets peer group has delivered returns on average of -3.91%, however, we highlight the greater dispersion in performance between subsectors than prior years. Notwithstanding this, we note that within portfolios, Real Assets continue to provide diversification relative to bonds and equities.”

Read the report.

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Real assets produces stable income streams despite occasional capital value declines

Zenith Investment Partners says the real assets sector produces stable income streams for investors and has, in a historical context, rarely produced negative total returns despite occasional capital value declines. As a result, patient investors are unlikely to observe long-term value decline.