NAA Risk Managed Real Estate Fund Institutional Class (GURIX)

Overview

This fund focuses on capitalizing on the real estate sector by combining both long and short investment strategies. Primarily, it directs a minimum of 80% of its total assets towards investments in equity and equity-like instruments related to real estate. These investments span across companies directly engaged in the real estate industry, including REITs (Real Estate Investment Trusts), as well as a diverse mix of securities that have a substantial exposure to the real estate sector. This approach provides the fund with a versatile strategy to navigate the complexities of the real estate market, leveraging opportunities across a broad spectrum of real estate activities.

Products and Services

• Equity Securities of REITs

  Investments in equity securities of Real Estate Investment Trusts (REITs) form the core of the fund's portfolio. REITs are companies that own, operate, or finance income-generating real estate across a range of property sectors. These securities provide the fund with exposure to real estate assets, enabling investors to indirectly invest in properties that might offer dividends in addition to potential capital appreciation.

• Long and Short Equity Securities

  The fund takes positions in both long and short equity securities of issuers engaged in the real estate industry. This dual strategy allows the fund to potentially benefit from both the appreciation of real estate assets (long positions) and the decline in the value of real estate stocks or other securities (short positions), thereby aiming to deliver returns under various market conditions.

• Equity-like Securities

  In addition to individual securities, the fund invests in equity-like instruments such as exchange-traded funds (ETFs) and derivatives that offer exposure to the real estate sector. These instruments expand the fund's investment horizon by including a variety of securities that mimic the performance of real estate or real estate indices, providing diversified exposure without the need to directly invest in physical properties.