November Monthly Newsletter

  • Atlas High Income Property Fund had a steady month in November gaining +1.1%, as global markets were buffeted by the emergence of the Omicron variant of Covid-19 and a slowing Chinese property market.
  • Unlike in early 2020, concerns about lockdowns to contain the new Covid-19 did not see panic selling of companies owning hard assets due to more certainty around earnings and the view that real assets provide a hedge against inflation. The Fund is primarily exposed to asset classes that saw minimal to no impact from lockdowns in 2020, which gives us confidence that distributions will be maintained in the unlikely event that the Omicron variant results in further restrictions.

Go to Monthly Newsletters for a more detailed discussion of the listed property market and the fund’s strategy going into 2022