Invest in 10,000+ US Stocks and ETFs
* Offering through VF Securities, Inc. (member FINRA/SIPC)
This fund aims to deliver long-term capital growth and income by investing globally in equities of companies engaged in real assets. It allocates the portfolio across listed real estate, infrastructure, natural resources, and other real asset securities worldwide, providing diversified exposure to inflation-sensitive asset classes. The strategy employs fundamental bottom-up research focused on identifying high-quality real asset companies with attractive growth prospects, sustainable cash flows, and inflation-protection characteristics. Through diversified global real asset equity investment emphasizing income and inflation protection, the fund provides differentiated portfolio diversification, appropriate for income investors seeking real asset exposure with inflation sensitivity. more
| Time Frame | Absolute | Annualised |
|---|---|---|
| 1-Year Return | +8.31% | +8.31% |
| 3-Year Return | +22.48% | +7.07% |
| 5-Year Return | -3.89% | -0.79% |
| All Time Return | +39.77% | +3.90% |
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