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Veda Real Assets
As of February 1, 2023
Investment Objective
The Veda Real Estate Strategy seeks to provide distinctive exposure to the global real estate market by building a concentrated portfolio of income-producing properties that tangibly benefit the communities they are situated within.
Why Invest?
- Non-extractive exposure to a diversified portfolio of real estate.
- Disciplined portfolio construction and security selection processes mitigate risk.
- Intelligently diversified across industrial, residential, office, healthcare, and specialty real estate.
- Long-term focused, low turnover strategy with significant fund manager alignment.
- Deep commitment to regenerative investment research practices.
Key Statistics
10
Holdings
$
5
B
Median Market Cap
4
%
Dividend Yield
Performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | YTD | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | VRE | 10.73% | 10.73% | |||||||||||
| MSCI Real Estate | 8.98% | 8.98% | ||||||||||||
| 2022 | VRE | -3.22% | -7.13% | 8.89% | -8.71% | -12.69% | 5.37% | 5.78% | -6.54% | -19.31% | ||||
| MSCI Real Estate | -3.78% | -6.88% | 6.06% | -5.39% | -12.49% | -0.26% | 9.90% | -3.29% | -16.51% |
Strategic Insights
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Invest Vegan LLC is a New York registered investment adviser that provides managed account services to individuals, institutions, and others interested in aligning their investment activities with vegan ethical principles.