Description

This fund aims to offer investors access to a diverse array of real estate companies that adhere to sustainable practices. Under typical market conditions, a minimum of 80% of its net assets will be allocated to businesses primarily operating within the real estate sector that also meet the Advisor's specific environmental, social, and governance (ESG) criteria. The investment strategy involves acquiring securities of both domestic (U.S.) and international firms, with a distinct emphasis on Real Estate Investment Trusts (REITs) or other entities the Advisor considers comparable, whether due to their tax treatment or their required operational structure.