Global Outlook
Global Real Estate Securities Enhanced Yield
The goal of the Global Real Estate Securities Enhanced Yield Strategy is to provide investors with a diversified, liquid and global portfolio of public real estate securities, with a focus on a sustainable stream of income and moderate capital appreciation.
Our broad investment universe is filtered according to certain specific criteria such as revenue orientation, gearing, market capitalization and dividend payout. As a result, the Enhanced Yield Strategy holds quality securities that offer a higher level of sustainable income and lower levels of volatility.
Main strategy features
- Participation in global real estate markets;
- Emphasis on sustainable and growing streams of income;
- Lower degree of volatility;
- High quality, liquid real estate securities;
- Limited leverage and real estate development risk;
- Moderate capital appreciation of real estate;
- Limited use of derivatives to increase yield and reduce volatility.
Investment Objective: Provide a yield in excess of 4% per year and total return of 7% over a 3-years moving average
Benchmark: None.
Number of securities typically in the range of: 60-70
