Global developed and emerging market equities focusing on REITS and real estate related stocks. Active fundamental research and valuation model approach.
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Cohen & Steers is a US boutique investment manager founded in 1986 by Martin Cohen and Robert Steers, now listed on the NYSE. The firm is known as a pioneer in developing the securitised real estate sector and remains a leader in it, with listed real asset solutions (including real estate, infrastructure and resources) the majority of its US$90bn AUM. The firm has expanded since 2003 into alternative income via preferred securities and hybrid bonds as another specialty solution offering.
The Cohen & Steers SICAV - Global Real Estate Securities Fund is an actively managed fund that seeks current income and capital appreciation by investing in a diversified portfolio of REITs and other publicly traded real estate companies globally including both developed and emerging markets. The fund seeks to identify companies with superior growth prospects and attractive valuations using an integrated, relative value investment process that utilities a proprietary valuation model that ranks global securities on price/NAV and price/dividend discount model value, as well as fundamental research on management evaluation, strategy, property quality, financial strength and corporate structure of companies. The fund has a portfolio of >80 holdings.
Price Performance – Maximum Period
Investment-Time-Horizon in years
Cohen & Steers SICAV - Global Real Estate Securities Fund
This fund represents active exposure to global developed and emerging markets real estate-related companies and REITs.
SPDR MSCI All Country World UCITS ETF
Dimensional Funds PLC - World Equity Fund
The Dimensional World Equity Fund is our FAIRHORIZON Red reference benchmark solution that has primarily global developed equities for long-term global equity-like returns and volatility.
This fund represents active exposure to global developed and emerging markets real estate-related companies and REITs.
The fund uses proprietary valuation model with fundamental research to identify companies with superior growth prospects and attractive valuations.
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