Description

This investment vehicle primarily aims for substantial growth in capital over the long term, with generating income as a secondary objective. It provides global diversification into the real estate securities market, specifically targeting property owners and operators known for consistent rental income streams. At least 80% of the fund's holdings are allocated to equity instruments issued by U.S. and non-U.S. companies, irrespective of their market capitalization, provided they are fundamentally involved in the real estate sector. Such investments include, but are not limited to, common and preferred shares, alongside other equity forms from real estate enterprises like Real Estate Investment Trusts (REITs) and analogous entities.