BMO Global Real Estate Securities 3 Inc

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This fund can be held in
Trading AccountISAJISASIPP

Fund Info

  • Yield History1.05%
  • 3 Year sharpe0.53
  • 3 Year alpha2.81
  • Distribution Typeincome
  • BenchmarkFTSE EPRA/NAREIT Dev Cust Midday NR GBP
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.96%
  • IA SectorProperty Other
  • Manager GroupBMO
  • DomicileUnited Kingdom

Investment Strategy

The Fund aims to provide a return (combining capital and income) which is greater than the FTSE EPRA NAREIT Developed Custom Mid Day Net Tax TR Index, after charges are deducted, over any three-year period. The Fund invests at least 60% in equities of real estate companies as well as gaining exposure to such companies or to real estate sector indices through investment in contracts for differences and other derivative instruments (including taking both long and short positions).

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