The Fund is truly a diversified investment as the majority of the Fund's individual holdings will be less than 5% of the total assets.

The Fund invests in multiple:

  • Sectors: Retail, multifamily, healthcare, industrial, office, etc.
  • Investment types: Traded REIT equity, real estate debt and direct real estate
  • Investments: Managers and strategies

The Fund's Target Composition Range

 
Low
Mid
High
Private Real Estate Equity
25%
30%
35%
Real Estate Credit
30%
35%
40%
Global Traded REIT Equity
30%
35%
40%
 
 
100%
 

Fund Holdings