LPRE seeks total return through an actively managed, concentrated portfolio of 25 real estate companies from around the world. The portfolio includes firms that: a) generate at least 50% of their revenue from real estate related activities such as leasing, renting, management, construction, financing or sale, b) are organized as REITs or REIT-like entities, and c) provide goods and services to real estate industry participants. The sub-adviser employs an investment process that identifies value compounders and/or secular winners in the broad real estate industry by actively monitoring and evaluating fundamentals, supply and demand outlooks, asset and management quality, capital allocation, balance sheet strength, and valuation. The fund may invest in shares of other investment companies, including ETFs, temporarily hold cash or cash equivalents, borrow for investment purposes, and incorporate certain tax optimization strategies. Note that this may result in high portfolio turnover.

資産クラス

Equity

運用会社

Long Pond

設定国

US

設定日

2025年4月4日

ISIN

US30151E5179