A high-yield investment class boosted by tailwinds
In the current low-interest-rate environment, investors are on the hunt for consistent income, but they don't want to forego the returns seen from some of the major tailwinds helping markets soar. There is an opportunity that allows you to achieve risk-adjusted returns within a liquid, defensive asset class and still tap into regular income. But fund manager Mark Mazzarella has to sift through offshore markets to find the best plays.
The APN Global REIT Income Fund invests in global market trends and long-term COVID-19 winners, such as data centres, mobile cell towers, logistics and health care. The fund invests in North America, Europe and Asia to access REIT-preferred securities which cannot be found in Australia. The investible universe of REITs is limited to only 33 different trusts in Australia, while overseas markets contain more than 570 different REITs. With a total investible universe of US$31.6 trillion, why limit yourself to only one market?
The fund is dedicated to generating sustainable, regular and relatively high-income returns through investing in global listed property securities. In this video, Mark Mazzarella outlines how Global REITs offer a deep and diverse opportunity set for the keen-eyed investor, and how his fund outperforms the Global REITs Index for investment yield.
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