The Case for A-REITs: June 2026 Fund Update
July, 2026
In this update, Portfolio Manager Amy Pham sits down with Marketing Manager Aiden James to discuss the fund’s consistent outperformance since inception, the strong momentum across the A-REIT sector heading into reporting season, and why the proposed CGT and negative gearing reforms could prove a meaningful tailwind for the sector. Amy also shares her thoughts on the growing divergence between sector winners and losers, and what the fund’s recent Zenith ‘Recommended’ rating means for investors.
