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

JanFebMarAprMayJunJulAugSepOctNovDecSince Inception
2022VRE-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%

Strategic Insights

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