Monthly Newsletter January 2018

  • January was a weak month as the listed property sector was sold off -3.3%, due to rising bond yields weighing down on income stocks globally.
  • The Atlas Fund returned -2.7% in a month where there were few places for investors to hide,  as all trusts were sold down with little regard to the quality of their property assets,  nor their earnings outlook.
  • The Fund remains positioned towards Trusts that offer recurring earnings streams from rental income rather than development profits. As the Fund’s distributions are supported by long-term lease agreements with blue-chip industrial companies, and not swinging emotions of the market, we see that the Fund will be well placed to weather current market volatility.Go to  Monthly Newsletters for a more detailed discussion of the listed property market in January and the fund’s strategy going into 2018.