FUNDS AND STRATEGIES
Real Asset Funds
Our real asset funds are structured to give institutional investors exposure to core real assets through an actively managed portfolio.
Global Real Estate Securities Fund
The fund seeks to provide current income and long-term capital growth. It strives to outperform the FTSE EPRA/NAREIT Developed Real Estate Index Net TRI with above-average consistency over a full market cycle.
Global Listed Infrastructure Fund
The fund seeks to provide the potential for excess return streams, stable income potential, and a possible hedge against inflation. It seeks to outperform the S&P Infrastructure Index over a full market cycle.
The fund is designed to provide the potential for long-term growth of capital and income. It seeks to outperform the Bloomberg Commodity Index Total Return with above-average consistency over a full market cycle.
Real Estate Equity Fund
Seeks to outperform the NCREIF Fund Index – Open-End Diversified Core Equity (NFI-ODCE) - RITC* over a full market cycle.
*NFI-ODCE is an equally-weighted, gross of fee, time-weighted return index of open-end (infinite life) funds that are diversified by property type and geographic region, and that invest primarily in core private equity real estate. All funds are held in a fiduciary environment and are composed of income-producing, institutional-quality real properties managed by banks, insurance companies and independent advisors.
Real Asset Fund
Seeks favorable returns and a possible hedge against inflation by offering a well diversified portfolio that invests in global listed infrastructure, global listed real estate, commodities, and treasury inflation protected securities ("TIPS").
Marketable Real Asset Fund
Seeks favorable returns by offering a well-diversified real asset portfolio that invests in global listed infrastructure, global real estate securities and commodities.
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