Folkestone Maxim A-REIT Master Class

Folkestone has partnered with Evolution Media to create a greater level of interest, understanding and transparency around investments. The Money Master Series gives you access to exclusive video content and education materials from some of Australia’s top Money Managers including Folkestone Maxim on its A-REIT  Securities Fund. Through entertainment led education you will be guided via unique investment insights to grow your knowledge and to empower your clients.

Folkestone Maxim A-REIT Securities Fund

The Folkestone Maxim A-REIT Securities masterclass with Winston Sammut will give you insights into:

  • How the Folkestone Maxim A-REIT Securities Fund buys and sells listed real estate securities
  • How the Folkestone Maxim A-REIT Securities Fund provides investors with access to listed real estate
  • The type of investor best suited to the Folkestone Maxim A-REIT Securities Fund
  • The rules of investment and performance of the Folkestone Maxim A-REIT Securities Fund

Please click on the links below to view the videos and topical information.


Overview

Meet the Team
Key Investment Considerations
Fund Management Style
Tax Implications


Structure and Objectives

Aim of the Fund
The Fund Buy Discipline
The Fund Sell Discipline
Managing Risk


Best Suited For

The Ideal Investor
Rules of Investing
Time Horizons
The Associated Cost


Market Update

The Good, The Bad and the Not So Ugly – August 2015


Test Yourself: Folkestone Maxim

Test yourself on the fund


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