Columbia Research Enhanced Real Estate ETF (CRED)

Overview

The described fund is a specialized investment vehicle focusing on the U.S. real estate market, particularly in publicly listed U.S. Real Estate Investment Trusts (REITs). It follows a strategic beta approach based on the rules outlined by the FTSE Nareit All Equity REITs Index, which serves as its starting universe. This Index is widely recognized as a comprehensive measurement of the U.S. REIT market's performance. The fund stands out due to its commitment to invest at least 80% of its net assets, including any borrowings for investment purposes, directly into the securities that make up the index. It aims to offer investors targeted exposure to the U.S. real estate sector through a non-diversified fund structure. This strategy suggests a focused investment in the sector, aiming to capitalize on the specific performance and dividends associated with U.S. equity REITs.

Products and Services

The fund offers the following primary product:

• Strategic Beta REIT Investment - This investment product targets the U.S. real estate market by investing primarily in the components of the FTSE Nareit All Equity REITs Index. This index-based approach is designed to replicate or exceed the performance of a broad section of the publicly listed U.S. real estate investment trusts. By employing a strategic beta strategy, the fund aims to combine traditional passive index-following methods with active management insights to potentially improve returns, reduce risks, or accomplish other targeted investment outcomes.