Global Real Estate Securities Enhanced Yield

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Sustainable high income stream, with low volatility, from an alternate asset class

  • Investment objective : Dividend yield in excess of 4% per annum, and total return of at least 7% over rolling 3-year periods, with lower volatility than the FTSE EPRA/NAREIT Developed Index.
  • Conviction : Quality income strategy to leverage the high yields common to global listed real estate market.
  • Benchmark orientation : Benchmark unaware – absolute return strategy (long only).
  • Strategy in brief : Focus on real estate securities with sustainable and growing yields, and manage volatility using options. Broad exposure to different global regions and sectors, but no exposure to developers as their income can be volatile.
  • Portfolio : 60 to 70 global listed real estate securities.