AWSM Fund – Q4:16 Factsheet

Download the full Q4:16 AlphaWealth Prime Small & Mid Cap Fund Fact Sheet.

Here is a pertinent excerpt from the document::

“...have completely exited our investment in the “Fourways REIT”, Accelerate Property Fund (APF), given our view that significant pressures are building in the domestic retail REIT market [see here and here].

The capital freed up from Accelerate Property Fund has been recycled into existing positions, one new holding and is targeted at another new holding…

…Consolidated Infrastructure Group (CIL) has maintained its place as our single largest investment in the Fund. This share remains a unique combination of a high quality, fast growing, and extremely cheap business and relatively liquid share (as far as small caps go).

Thus, we continued to steadily accumulate Consolidated Infrastructure Group shares going into 2017.

To invest in the AWSM Fund, have a look over here.

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