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 (2020-09-30)

Inception date

2008-08-19

Asset class

Specialty

Total # holdings

82

Number of issuers (equities)

82

Income distribution

Annually

Minimum investment

$250,000 initial / $25 additional

Growth of $10,000