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The fund invests in an internationally diversified portfolio of real estate companies. It is oriented towards the universe of the MSCI All Countries World Real Estate Index as the benchmark. The management strives to attain a broad coverage of the overall market. The term «real estate companies» includes those companies, which are engaged in the planning, construction, ownership, management, distribution or sale of residential, commercial or industrial real estate and properties, as well as closed REITs (Real Estate Investment Trusts). Dividend earnings and capital gains are continually reinvested. Security selection is based on quantitative and fundamental analysis, whereby quantitative methods are given high importance. The fund is suitable for investors who want to achieve global coverage of the real estate sector within the scope of a strategy focused on long-term capital growth, while at the same time minimizing the associated risks.
Name | Title | Since | Until |
---|---|---|---|
Bernhard Schmitt | Portfolio Manager | 2016 | Now |
Thomas Kühne | - | 2007 | Now |
Möhr Reto | - | 2009 | 2014 |
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