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Property & Infrastructure Funds Morningstar delivers outlook for global listed property

Discussion in 'Shares & Funds' started by Simon Hampel, 20th Apr, 2009.

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Morningstar delivers outlook for global listed property

Morningstar has warned that investors in fully-hedged global property funds should expect “minimal if any” income from these funds for at least the remainder of 2009.
The research house made the comment in its qualitative assessment of 15 global listed property strategies, which was released yesterday.

While Morningstar said currency hedging was a “prudent approach” and that it removes the exchange rate risk that results from investing outside of Australia, it noted the marked depreciation of the Australian dollar against all major currencies as a result of the global volatility.

...

Morningstar said investors in Australia should be taking a global (including Australia) approach to listed property investment.

Morningstar said that while investors get substantial exposure to global property assets through Australian REITs, they were better off utilising the resources of global property fund managers in a position to select the best ideas globally.

“The Australian REIT sector is relatively small by global standards and highly concentrated in a handful of stocks, which provides a very limited opportunity set.”

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Simon Hampel, 20th Apr, 2009

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