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Altegris/AACA Opportunistic Real Estate Fund;I

Ranked 70 out of 73 in - US Equity over 12 months
All calculations are in USD unless stated

Managed by

Burland East

Objective

The Fund seeks to provide total return through long-term capital appreciation and current income by investing, both long and short, in equity securities of real estate and real estate related companies. The Fund may invest in equity and equity derivative securities of both US and non-US real estate companies.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

US Equity over : 30/11/2017 - 30/11/2018

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -5.7% 8.1% -5.5%
2017 24.0% 8.8% 1.8% 2.8% 9.0%
2016 12.9% 0.6% 10.6% 0.5% 0.9%
2015 -0.3% 4.7% -4.7% -3.9% 3.9%
2014 8.9% -1.0% 10.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United States

Fund Info

  • Launch date09/01/2014
  • Share Class size269Mn
  • Base currencyUSD
  • ISIN US66538B6855

Purchase Info

  • Min. initial investment1Mn
  • Min. regular additional investment250

Charges

  • Annual management1.23%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in USD).