Register to get unlimited access to all of Citywire’s fund manager database. Registration is free and only takes a minute.

Guggenheim Market Neutral Real Estate Fund;Inst

Ranked 59 out of 73 in - US Equity over 12 months
All calculations are in USD unless stated

Objective

The Fund seeks to provide capital appreciation, while limiting exposure to general stock market risk. The Fund will employ a fundamental long-short real estate strategy that seeks to neutralize exposure to general stock market risk and volatility by taking both long and short positions in real estate investments.

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

Performance

US Equity over : 30/11/2017 - 30/11/2018
  • Rank 59/73 Total Return
  • Rank 5/73 Standard Deviation
  • Rank 10/73 Max Drawdown
Fund Name Currency Risk
3 Fidelity Real Estate Income Fund USD

5.0

4 First Asset REIT Income Class A

Currency exposure is hedged

Currency exposure is hedged

CAD

5.2

5 Guggenheim Market Neutral Real Estate Fund;Inst USD

5.8

6 Salient Select Income Fund;A USD

7.3

7 Purpose Duration Hedged Real Estate Series A

Currency exposure is hedged

Currency exposure is hedged

CAD

7.8

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 1.7% -3.3% -0.4%
2017 6.8% 0.7% 3.4% 0.2% 2.4%
2016 -0.9% 0.4% 4.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United States

Fund Info

  • Launch date26/02/2016
  • Share Class size05Mn
  • Base currencyUSD
  • ISIN US40169J7138

Purchase Info

  • Min. initial investment2Mn
  • Min. regular additional investment0

Charges

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