
NAA Risk Managed Real Estate Fund Institutional Class (GURIX)
GURIX Price Chart
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GURIX Fund Profile
Key details and information about NAA Risk Managed Real Estate Fund Institutional Class (GURIX).
Sector Focus
Financial Services
Industry
Asset Management
Inception Date
27 Mar 2014
Country
US
Website
https://naainvestments.comDescription
The fund's objective is to achieve an overall total return, consisting of both growth in its capital value and consistent income generation. It typically commits a minimum of 80% of its assets – calculated as net assets plus any capital borrowed for investment purposes – to: (i) stock investments, both long and short positions, in companies primarily operating within the real estate sector, notably Real Estate Investment Trusts (REITs); and (ii) equity-related instruments, including individual shares, Exchange-Traded Funds (ETFs), and derivatives, all providing access to firms within the real estate industry.
GURIX Fund Performance
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