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Veda Real Estate
As of December 1, 2022
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 | Since Inception | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2022 | VRE | -3.22% | -7.13% | 8.89% | -8.71% | -12.69% | 5.37% | 5.78% | -10.81% | |||||
| MSCI Real Estate | -3.78% | -6.88% | 6.06% | -5.39% | -12.49% | -0.26% | 9.90% | -10.38% |
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