This article was written by expert contributor, Portfolio Manager Dania Zinurova from WAM Alternative Assets (ASX: WMA).
Introduction
Portfolio Manager Dania Zinurova delves into the fundamentals of alternative assets and the unique opportunities inherent in real estate, infrastructure, private equity, real assets and private debt.
Video: Real Assets
Real assets are tangible and physical assets such as agriculture, timber and may include more esoteric strategies such as fishing rights. Investing in real assets can also be described as harnessing the opportunities within natural resources. Real assets investment returns tend to have negative or low correlation with more traditional asset classes, positive correlation with inflation and are often less subject to economic cycles due to inelasticity of demand for the underlying assets or produce.
In this video Dania explores the range of benefits real assets provide investors with such as portfolio diversification, cash flow and reduced cyclicality.
Also in this series
- Real Estate
- Infrastructure
- Private Equity
- Private Debt
- Add if you would like more from the author, Dania Zinurova, check out her appearance on the Equity Mates Investing Podcast: Private equity, water rights and other alternative assets with Dania Zinurova
Investing in alternative assets has traditionally been limited to these institutional investors, as well as high net worth individuals, due to the large minimum ticket sizes required for a single investment (often $10 million). WAM Alternative Assets (ASX: WMA) however, seeks to democratise investing in alternative assets for retail investors through its listed investment company (LIC) structure, which provides investors with access to a diversified portfolio of alternative assets while also providing them liquidity and a steady stream of dividends.
Prior to making an investment decision, retail investors should seek advice from their financial adviser. This document is intended as general information only.