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Fifty-nine per cent of monthly portfolio value goes to retails - Q4, 2004!

By: Language: English Series: Journal of Retail and Leisure Property ; 4(3) 2005, 260-271(12)Publication details: 2005Subject(s): Summary: The retail sector was again top during 2004, with a total return of 21.7%. The performances was achieved off the back of the strongest retail growth and largest fall in yields. Retail growth stocks outperformed value stocks, but value stocks' rentals did well. Retails continue to get the bulk of net investment: they now account for 59% of monthly fund portfolio value. The retail sector should continue to deliver relatively strong returns.

The retail sector was again top during 2004, with a total return of 21.7%. The performances was achieved off the back of the strongest retail growth and largest fall in yields. Retail growth stocks outperformed value stocks, but value stocks' rentals did well. Retails continue to get the bulk of net investment: they now account for 59% of monthly fund portfolio value. The retail sector should continue to deliver relatively strong returns.