"Fund manager RAM is
going long on private hospitals despite the financial struggles faced by big operators like Healthscope, arguing the sector still offers “wonderful fundamentals” and income returns above 7 per cent from the right assets.
RAM is in the process of reweighting its ASX-listed Essential Services Property Fund – or REP as it is known by its ticker – away from a near even split between convenience malls and healthcare assets to an 80:20 split in favour of healthcare.
The 20 per cent weighting to retail will involve assets with a “genuine healthcare and/or social infrastructure component” the fund manager said as part of its full-year results in August.
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Read the full article below:
Why this fund manager is ditching malls for private hospitals- The Australian Financial Review
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