The Portfolio's investment objective is total return from long-term growth of capital and income. Under normal market conditions, the Portfolio typically invests at least 80%, and not less than two thirds, of its assets in equity securities of REITs, mortgage REITs and other real estate operating companies anywhere in the world, including Emerging Markets. In actively managing the Portfolio, the Investment Manager focuses on companies that own, develop, finance, operate or market real estate of any type.
Fees and Expenses
Fund's portfolio distribution among the different geographical areas.
|United States of America||62,20%|
Fund's investments distribution.
|Sun Communities Inc||2,53%|
|Duke Realty Corp||2,16%|
|Vici Properties Inc||2,09%|
Fund's possitions distribution by the sdctor they belong to.
|Cash & Others||9,50%|
|Health Care Reits||7,29%|
|Real Estate Operating Companies||7,05%|
|Diversified Real Estate Activities||5,64%|