Resolution Capital is broadening its investment scope with a new global real assets strategy, responding to domestic market limitations and increasing sector diversification.
Resolution Capital is widening the scope of its flagship real assets product, arguing that the Australian listed market has become too concentrated to offer the mix of diversification and return opportunities it needs.
The Sydney-based manager has renamed the Resolution Capital Real Assets Fund as the Resolution Capital Global Real Assets Fund and, from 1 July 2026, will run it as a global listed real estate and infrastructure strategy. The fund will now target sectors such as data centres, regulated utilities, midstream energy, telecom towers, rental housing and healthcare property, many of which are either absent from, or only thinly represented on, the ASX.
The move follows approval by unitholders at a meeting on 18 June, where the resolution to change the investment strategy passed unanimously, according to Resolution Capital’s disclosure statement. The new structure will operate as a master-feeder arrangement, with about 40% of assets channelled through the Resolution Capital Global Property Securities Fund and about 60% through the Resolution Capital Global Listed Infrastructure Fund. The firm said the portfolio will also allow dynamic allocation between the two underlying funds.
Resolution Capital chief investment officer Andrew Parsons said the domestic infrastructure universe had been reduced sharply by takeovers and delistings. He pointed to the privatisations of Sydney Airport, AusNet and Spark Infrastructure, and said Goodman Group had grown to account for roughly 40% of the A-REIT index, up from 17% in 2019, creating what he described as a meaningful risk-management constraint.
The fund’s benchmark will shift to a 60/40 blend of the FTSE Developed Core Infrastructure 50/50 Index and the FTSE EPRA/Nareit Developed Index, both hedged into Australian dollars, replacing the S&P/ASX 300 A-REIT Accumulation Index. Resolution Capital said Class A unitholders will face a management fee of 0.75% a year, while performance fee mechanics remain unchanged. A new product disclosure statement is due to take effect alongside the restructure.
The change marks the latest stage in a gradual broadening of the firm’s mandate. Resolution Capital says it has invested in Australian listed property since 1995, added offshore exposure in 2005, and later expanded again through its Core Plus strategy in 2008 and the 2019 restructure of the Real Assets Fund. The latest shift, however, is its clearest acknowledgement yet that the domestic market alone no longer provides the breadth the manager wants.
- https://financialnewswire.com.au/funds-management/resolution-capital-globalises-real-assets-strategy/ – Please view link – unable to able to access data
- https://rescap.com/resolution-capital-real-assets-fund-transitions-to-global-strategy/ – Resolution Capital has announced that its Real Assets Fund will transition to a global real assets strategy, effective 1 July 2026. The fund will be renamed the Resolution Capital Global Real Assets Fund and will invest across global listed real estate and infrastructure securities, including data centres, regulated utilities, midstream energy, telecom towers, rental housing, and healthcare real estate. This move addresses the limited diversification and returns in Australia’s listed infrastructure market. The new benchmark will be a 60/40 blend of the FTSE Developed Core Infrastructure 50/50 (AUD hedged) and FTSE EPRA/NAREIT Developed Index (AUD hedged), replacing the previous S&P/ASX 300 A-REIT Accumulation Index. The fund will gain global exposure through investments in the Resolution Capital Global Property Securities Fund (approximately 40%) and the Resolution Capital Global Listed Infrastructure Fund (approximately 60%).
- https://rescap.com/continuous-disclosure/ – Resolution Capital has provided an update on the outcome of the unitholder meeting held on 18 June 2026 regarding the conversion of the Resolution Capital Real Assets Fund to the Resolution Capital Global Real Assets Fund. The resolution to change the fund’s investment strategy was passed unanimously. The approved changes, effective from 1 July 2026, include renaming the fund, transitioning from an Australian-focused listed real assets strategy to a global listed real assets strategy, implementing a master-feeder structure by investing into the Resolution Capital Global Property Securities Fund and the Resolution Capital Global Listed Infrastructure Fund, adopting a composite benchmark of 60% global listed infrastructure and 40% global real estate securities, and allowing dynamic asset allocation between the underlying funds. The management fee will increase to 0.75% p.a. for Class A unitholders, with no change to performance fee mechanics. A new Product Disclosure Statement will be issued effective 1 July 2026.
- https://rescap.com/global-real-assets-fund/ – The Resolution Capital Global Real Assets Fund offers investors access to a professionally managed portfolio of global listed real estate and infrastructure securities. The fund aims to deliver an annual total return in excess of its benchmark on a rolling 3-year basis. The portfolio managers include Julian Campbell-Wood, GREIT Portfolio Manager, and Jan De Vos, Portfolio Manager. The fund’s key features include an investment return objective of exceeding the benchmark after fees on a rolling 3-year basis, a benchmark comprising 60% FTSE Developed Core Infrastructure 50/50 Index and 40% FTSE EPRA Nareit Developed Index, a suitable investor profile seeking capital growth with a high or very high risk/return profile, a high to very high risk rating, a suggested minimum investment period of 3 or more years, and a portfolio allocation of 20% – 80% invested in global listed REITs, real estate securities, and 20% – 80% invested in global listed infrastructure securities, with 0% – 15% invested in cash and short-dated money market securities.
- https://rescap.com/usa/ – Resolution Capital provides global listed real asset solutions, offering investors exposure to leading global real estate and infrastructure assets for long-term wealth appreciation in a liquid and transparent format. Their selective investment approach focuses on quality assets with resilient cash flows, strong capital structures, and aligned management teams. The firm offers various funds, including the Resolution Capital Global Real Assets Fund, Resolution Capital Global Listed Infrastructure Fund, and Resolution Capital Global Property Securities Fund. They also provide insights and news related to global real estate and infrastructure investments.
- https://www.guinnessgi.com/funds/guinness-global-real-assets-fund – The Guinness Global Real Assets Fund, launched on 7 July 2025, is managed by Mark Brennan. The fund’s benchmark is the MSCI World Core Infrastructure Index, and it falls under the IA Infrastructure sector. The fund is structured as an OEIC (UCITS) domiciled in Ireland, with an underlying currency of US Dollar. Pricing is daily, with forwards, and valuation occurs at 2300 Dublin time. The deal cut-off time is 1500 Dublin time. The administrator is Waystone Administration Solutions (IE) Limited. The fund offers various documents, including the Responsible Investment Factsheet, SFDR Pre-contractual Disclosure, Investment Case, and Approach to Responsible Investment & ESG.
- https://www.businesswire.com/news/home/20211007005793/en/CBRE-Investment-Management-Announces-Closed-End-Fund-Name-Change – CBRE Investment Management Listed Real Assets LLC announced a change to the name of the CBRE Clarion Global Real Estate Income Fund to the CBRE Global Real Estate Income Fund. The fund’s investment objectives remain the same, and it continues to trade on the New York Stock Exchange under its ticker symbol, IGR. The name change follows the rebranding of CBRE Global Investors and all sub-brands. The fund’s CUSIP remains 12504G100, and the ticker symbol is unchanged at IGR. The new website for the fund is www.cbreim.com/igr.
Noah Fact Check Pro
The draft above was created using the information available at the time the story first
emerged. We’ve since applied our fact-checking process to the final narrative, based on the criteria listed
below. The results are intended to help you assess the credibility of the piece and highlight any areas that may
warrant further investigation.
Freshness check
Score:
8
Notes:
The article was published on 6 July 2026, reporting on Resolution Capital’s recent transition of its Real Assets Fund to a global strategy, effective 1 July 2026. The earliest known publication date of similar content is 5 July 2026, with Resolution Capital’s official announcement on 5 July 2026. ([rescap.com](https://rescap.com/resolution-capital-real-assets-fund-transitions-to-global-strategy/?utm_source=openai)) The Financial Newswire article appears to be based on this official announcement, suggesting a freshness score of 8. However, the slight discrepancy in publication dates raises a minor concern about the exact timing of the information release.
Quotes check
Score:
7
Notes:
The article includes direct quotes from Andrew Parsons, Resolution Capital’s Chief Investment Officer. These quotes are also present in the official announcement. ([rescap.com](https://rescap.com/resolution-capital-real-assets-fund-transitions-to-global-strategy/?utm_source=openai)) The Financial Newswire article does not provide a direct link to the original source, making it challenging to independently verify the quotes. This lack of direct sourcing reduces the score to 7.
Source reliability
Score:
6
Notes:
The Financial Newswire is a niche publication focusing on financial news. While it provides timely reporting, its reach and reputation are more limited compared to major news organisations. The article appears to be summarising Resolution Capital’s official announcement, which is a common practice. However, the lack of direct sourcing and potential reliance on a single source diminishes the overall reliability, leading to a score of 6.
Plausibility check
Score:
8
Notes:
The claims made in the article align with known industry trends, such as the consolidation of the Australian listed infrastructure market and the increasing concentration of major players like Goodman Group. The article also mentions the fund’s new investment focus on sectors like data centres, regulated utilities, midstream energy, telecom towers, rental housing, and healthcare real estate, which are consistent with global real asset trends. However, the lack of independent verification and reliance on a single source introduces some uncertainty, warranting a score of 8.
Overall assessment
Verdict (FAIL, OPEN, PASS): FAIL
Confidence (LOW, MEDIUM, HIGH): MEDIUM
Summary:
The article reports on Resolution Capital’s recent strategic shift, but it heavily relies on the company’s official announcement without independent verification. The lack of direct sourcing for quotes and the absence of corroborating information from other reputable outlets diminish the overall credibility. Given these concerns, the content does not meet the necessary standards for publication under our editorial indemnity.