BMO Global Real Estate Securities 3 Inc

Fund

Fund Info

  • Yield History1.21%
  • 3 Year sharpe0.62
  • 3 Year alpha-0.52
  • Distribution Typeincome
  • BenchmarkFTSE EPRA Nareit Developed TR GBP
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.90%
  • SectorProperty Other
  • Manager GroupBMO
  • DomicileUnited Kingdom
  • ISINGB00BG5GMD10

Investment Strategy

The Fund aims to deliver a return combining capital and income which is greater than the FTSE EPRA/NAREIT Developed Global Net Total Return Index (“the benchmark index”) through investment predominantly in real estate companies in Europe, the US, Australia and Asia.