Dividend income - an important source of total returns
REITs offer attractive yields relative to other yield-oriented securities.
REITs can potentially provide income growth over time.
Dividend income is an important source of total returns over the long-term.
Source: IdealRatings as of 31 December 2022. Past performance does not guarantee future results.
Source: IdealRatings as of 31 December 2022. Past performance does not guarantee future results.
Income and capital growth for strong total returns potential
For over 20 years Global REITs have significantly outperformed the broad market through multiple market environments.
REITs perform well in various interest rate environments and may act as a hedge to inflation.
Source: Morningstar Direct, as of 31 December 2022. Past performance does not guarantee future results. For illustrative purposes only. Gross total return indexes reinvest as much as possible of a company’s dividend distributions. The reinvested amount is equal to the total dividend amount distributed to persons residing in the country of the dividend paying company. Gross total return indexes do not, however, include any tax credits. Global REIT is used to illustrate long-term performance as Shariah Global REIT does not have a long enough performance track record.
Source: Morningstar Direct, as of 31 December 2022. Past performance does not guarantee future results. For illustrative purposes only. Gross total return indexes reinvest as much as possible of a company’s dividend distributions. The reinvested amount is equal to the total dividend amount distributed to persons residing in the country of the dividend paying company. Gross total return indexes do not, however, include any tax credits. Global REIT is used to illustrate long-term performance as Shariah Global REIT does not have a long enough performance track record.
Strong balance sheets and quality assets enable Shariah REITs to outperform
Since inception of the Index, Shariah Global REITs have outperformed Global REITs.
Source: Morningstar & IdealRatings as of 31 December 2022. The IdealRatings Global REITs Islamic Select Malaysia Index incepted 4 January 2010. Past performance does not guarantee future results.
Source: Morningstar & IdealRatings as of 31 December 2022. The IdealRatings Global REITs Islamic Select Malaysia Index incepted 4 January 2010. Past performance does not guarantee future results.
Global emerging trends support long-term growth
Low correlations with other asset classes provide diversification to an overall portfolio.
This thesis reflects the views of the portfolio managers through 31 December 2022. The managers’ views are subject to change as market and other conditions warrant. No forecasts are guaranteed. These views are provided for informational purposes only and are not an endorsement of any security, mutual fund, sector, or index. Projections or other forward-looking statements regarding future events, targets, management discipline or other expectations are only current as of the date indicated. There is no assurance that such events will occur, and if they were to occur, the result may be significantly different than that shown here.
This thesis reflects the views of the portfolio managers through 31 December 2022. The managers’ views are subject to change as market and other conditions warrant. No forecasts are guaranteed. These views are provided for informational purposes only and are not an endorsement of any security, mutual fund, sector, or index. Projections or other forward-looking statements regarding future events, targets, management discipline or other expectations are only current as of the date indicated. There is no assurance that such events will occur, and if they were to occur, the result may be significantly different than that shown here.