Brookfield Global Listed Real Estate Fund (BLRYX)

Overview

The fund is designed for investors seeking to diversify their portfolios through exposure to the real estate sector. By primarily investing in Real Estate Investment Trusts (REITs) and other securities related to the real estate industry, the fund aims to achieve its investment objectives. It leverages a strategy that involves putting at least 80% of its net assets, including borrowed funds for investment purposes, into publicly traded equity securities of real estate companies. These companies can be located anywhere in the world, ensuring a global investment approach, with a significant focus on both domestic and foreign exchanges.

Products and Services

• REITs Investments

  The core of the fund's portfolio consists of investments in Real Estate Investment Trusts (REITs). REITs are companies that own, operate, or finance income-generating real estate across various sectors. This investment vehicle allows investors to gain exposure to real estate markets without owning the properties themselves, providing potential income through dividends and capital appreciation.

• Securities in the Real Estate Industry

  In addition to REITs, the fund also invests in a broad range of securities related to the real estate sector. This includes stocks of companies involved in the development, management, or sale of residential, commercial, and industrial properties. This diversification strategy is aimed at mitigating risks and capturing growth from different segments of the real estate market.

• Global Investment Strategy

  Adhering to its 80% Policy, the fund commits a substantial portion of its assets to investing in publicly traded equity securities of real estate companies around the world. This global approach allows the fund to tap into growth opportunities in various countries and regions, maximizing potential returns for investors by capitalizing on the diverse dynamics of the global real estate market.