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UB Pohjois-Amerikka REIT A

Ranked 61 out of 73 in - US Equity over 12 months
All calculations are in USD unless stated

Managed by

Aki Kostiander

Based in Helsinki, Aki Kostiander is a portfolio manager at UB Asset Management responsible for mixed asset strategies, where he uses a fundamental top down investment style. Born in Kolari, Finland, Aki has an MSc in finance from the Hanken School of Economics. He is a member of the Finnish Society of Financial Analysts, and enjoys sport, photography and IT outside of work.

Objective

The fund's assets are invested mainly in North America, in exchange traded equities of real estate investment. The fund's objective to offer investors the opportunity to invest in NAFTA countries:The US, Canada and Mexico. Significant part of the fund is invested in companies and funds, with the so-called. REIT (Real Estate Investment Trust) status.

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 -7.7% 9.6% 1.0%
2017 3.0% 1.3% -0.3% 1.9% 0.1%
2016 14.6% 9.1% 8.0% -0.1% -2.7%
2015 -7.3% 0.8% -9.5% -2.8% 4.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Finland

Fund Info

  • Launch date15/12/2014
  • Share Class size29Mn
  • Base currencyEUR
  • ISIN FI4000122874

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment0

Charges

  • Annual management1.20%
  • Initial investment1.20%

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