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Guggenheim Risk Managed Real Estate Fund;Inst

Ranked 29 out of 73 in - US Equity over 12 months
All calculations are in USD unless stated

Objective

The Fund seeks to provide total return, comprised of capital appreciation and current income. The Fund normally invests at least 80% of its net assets in long and short equity securities of issuers primarily engaged the real estate industry. It seeks to manage investment risk by taking long and short positions.

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 -5.1% 4.9% 0.5%
2017 10.2% 1.5% 4.3% 1.2% 3.0%
2016 9.6% 4.0% 5.8% -1.2% 0.8%
2015 3.9% 5.3% -8.5% 1.8% 6.0%
2014 7.9% -0.3% 13.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United States

Fund Info

  • Launch date28/03/2014
  • Share Class size156Mn
  • Base currencyUSD
  • ISIN US40168W3685

Purchase Info

  • Min. initial investment2Mn
  • Min. regular additional investment0

Charges

  • Annual management0.97%

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