Description: The Purpose Duration Hedged Real Estate Fund seeks to (i) provide shareholders with long-term capital appreciation by investing in a portfolio of real estate focused equity securities listed on major North American exchanges and (ii) reduce the risk of rising interest rates associated with real estate equity securities by tactically hedging the duration of the portfolio.
Exchange: TO
Country: CA
Currency: Canadian Dollar (C$)
Category: Real Estate Equity
| Asset Allocation | |||
|---|---|---|---|
| Asset Class | Long % | Short % | Net Assets |
| Stock | 95.77 | 0.00 | 95.77 |
| Cash | 73.18 | 68.95 | 4.23 |
| Sector Weights | ||
|---|---|---|
| Sector | Equity % | Relative to Category |
| Real Estate | 98.48 | 1.00 |
| Industrials | 1.52 | 6.61 |
| World Regions | ||
|---|---|---|
| Region | Equity % | Relative to Category |
| North America | 100.00 | 75.26 |
| Japan | 0.00 | 6.26 |
| Australasia | 0.00 | 2.79 |
| Asia Emerging | 0.00 | 0.20 |
| Latin America | 0.00 | 0.09 |
| Asia Developed | 0.00 | 5.14 |
| United Kingdom | 0.00 | 2.49 |
| Europe Developed | 0.00 | 7.71 |
| Africa/Middle East | 0.00 | 0.07 |