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HomeSC Global REAL ESTATE EQUITIES FUND B

SC Global REAL ESTATE EQUITIES FUND B

Latest Price NAV

USD
145.03
as of
12/Sep/23

Objective

The Fund aims to invest directly, in accordance with the Shariah Investment Guidelines, in equities of companies listed on stock exchanges, equity related securities of selected real estate investment trusts (REITs), real estate operating companies (REOCs) and other entities whose primary business is to own, operate, develop and manage real estate assets, with no restriction on where such real property assets may be located.

Key Facts

Launch Date :
27/Jul/12
Asset Type :
Base Currency :
Total Net Asset (USD M) :
90.22
Benchmark :
Dow Jones Islamic Market Global Real Estate TR
Dividend Type :
N.A
Income Distribution :
Retained
Total Expense Ratio % :
1.21
Geographical Focus :
Global
Shariah Compliant
Shariah

Performance

3 Yrs Performance

-0.18

5 Yrs Performance

2.40

10 Yrs Performance

3.98

Top Holdings

Portfolio Composition

1.
United States
56.17
%
2.
Hong Kong
12.3
%
3.
United Kingdom
7.63
%
4.
Australia
6.37
%
5.
China
5.54
%
6.
Japan
4.79
%
7.
Singapore
4.17
%
8.
Sweden
1.75
%
9.
Cash & Cash Equivalents
1.28
%

Transaction Information

Annual Charges

Minimum Charge :
N.A
Maximum Charge:
N.A
Actual Charge :
1.03

Initial Charges

Minimum Charge :
N.A
Maximum Charge :
3
Actual Charge :
3

Redemption Charges

Minimum Charge :
N.A
Maximum Charge:
N.A
Actual Charge :
N.A

Contact

Company Name:
SEDCO Capital Lux S.A.
Website :
www.sedcocapital.com