This month’s fund in focus is Cohen & Steers Diversified Real Assets.
The fund’s overall objective is to achieve a positive total return over the long term and to maximize real returns during inflationary environments. It offers investors a core, diversified and liquid real asset (infrastructure, real estate, natural resources etc.) allocation solution that delivers the key attributes of a range of asset classes, including attractive total returns across a full market or economic cycle, diversification away from broad stock and bond markets and real returns during periods of inflation.
A few points to note:
- Despite the Fund being diversified, with approximately 265 holdings, it has just a 2% average portfolio overlap with the 10 largest active funds in the U.K.
- Real assets have a high positive inflation sensitivity to help protect against potentially damaging effects of accelerating inflation on a stock/bond portfolio
- The fund has consistently performed better than the benchmark over the last 3 years and has performed particularly strongly against a backdrop of falling markets in 2022.
*Source Financial Express, Cohenandsteers.com, Financial Times
As always, you should only consider the investment views contained in this Market Insights update in the context of your own attitude to risk and how such choices might impact your Asset Allocation model. Should you wish to discuss your investment portfolio, please contact Harvest Financial Services on 01 2375500 or email justask@harvestfinancial.ie