RSMR Adds Gravis Fund Of REITs To Rated List

Analysts at the firm praised the "knowledgeable and experienced management team", which focuses on four key themes within real estate: urbanisation, digitalisation, generation rent and ageing population.

Aviva Investors launches £1.5bn property LTAF

The Gravis team utilises a variety of liquidity screenings to bring the investment universe down to 45 companies, of which the fund invests in around 23.

To select the portfolio, the team focuses primarily on an "attractive valuation", RSMR said, utilising their knowledge of how external valuers assess assets. This valuation model covers six key areas that enhance the original value assessment.

While traditional bricks and mortar property funds enjoys lower volatility, the Gravis fund offers better liquidity, while still providing investors an option to access property through an open-ended model.

Four graphs explaining... Property

The analysts wrote: "Higher bond yields lead to fixed income becoming a contender for capital allocation, especially versus property. However, the focus of the fund is on income growth, not fixed income.

"This is reflected in a number of underlying holdings that have grown their dividend over the medium-to-long term."

RECENT NEWS

Gyrostat Capital Management: The Missing Allocation In Retirement Portfolio Construction?

For decades, retirement portfolios have largely been constructed using combinations of growth assets a... Read more

When The Gate Comes Down

A Stress Test Rather Than a ScandalApollo Debt Solutions is not a blow-up story. It is something arguably more instructi... Read more

What If The Investment Industry Is Benchmarking The Wrong Things?

  Investment management is built around benchmarking.  Fund managers compare themselves a... Read more

SpaceX Is Looks To Make History

The Biggest Bet in Wall Street History: SpaceX's $1.78 Trillion IPOThere are moments in financial history that stop you ... Read more

Gyrostat June Market Outlook: When Low Volatility Conceals Structural Risk

This monthly Gyrostat Risk-Managed Market Outlook does not attempt to forecast market direc... Read more

Why Low Volatility Is Not The Same As Low Risk

Why Low Volatility is Not The Same As Low Risk Some of the worst-performing portfolios in... Read more