Investor suitability

For those who:

  • want a medium to high risk investment that is focused on generating capital growth with a reasonable potential for current income
  • are planning to hold your investment for the medium and/or long term

Fund overview

This fund invests primarily in a diversified portfolio of real estate investment trust units, equity securities and equity-related securities of those companies or entities in the real estate industry throughout the world.

Fund facts (2021-05-31)

Inception date


Asset class


Minimum investment

$250,000 initial / $25 additional

Growth of $10,000