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Global Real Estate Fund

The Global Real Estate Fund seeks to deliver total return through a combination of current income and capital appreciation by investing in publicly traded global REITs and other real estate securities.
Morningstar Rating™

Overall Morningstar rating as of November 30, 2024. Based on risk-adjusted returns. Category: Global Real Estate out of 172 funds.

Fund Inception Date
08/01/2011
Benchmark
FTSE EPRA Nareit Developed TR

Annualized Returns

1 YR 11.07%
3 YR -4.33%
5 YR 1.77%
10 YR 5.15%
Since Inception 6.27%

Income Opportunities Fund

The Income Opportunities Fund seeks to provide a high level of current income and total return with low sensitivity to interest rates and credit spreads by taking advantage of opportunities in the multisector bond market.
Morningstar Rating™

Overall Morningstar rating as of November 30, 2024. Based on risk-adjusted returns. Category: Multisector Bond out of 325 funds.

Fund Inception Date
08/21/2018
Benchmark
Bloomberg US Aggregate Bond Index

Annualized Returns

1 YR 9.51%
3 YR 2.50%
5 YR 5.24%
Since Inception 5.53%

Hedged Equity Fund

The Hedged Equity Fund is a purpose-built strategy that seeks to provide limited drawdowns during significant equity market downturns.
Morningstar Rating™

Overall Morningstar rating as of November 30, 2024. Based on risk-adjusted returns. Category: Equity Hedged out of 151 funds.

Fund Inception Date
08/03/2015
Benchmark
S&P 500 TR

Annualized Returns

1 YR 22.75%
3 YR 10.45%
5 YR 9.75%
Since Inception 7.34%
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Perspectives

Q3 2024 Income Opportunities Fund Commentary

The Federal Reserve (the Fed) was able to deliver its much-telegraphed pivot to an easing cycle at the September Federal Open Market Committee (FOMC) meeting after having left Fed Funds unchanged for almost 14 months. However, Fed Chairman Powell surprised many investors by lowering Fed Funds by 50 basis points (bps) in what he described as a “recalibration” accompanied by hawkish language.

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News & Media Mentions

The thoughts and opinions expressed in the articles are solely those of the author. The discussion of individual companies should not be considered a recommendation of such companies by the Fund's investment adviser. The discussion is designed to provide a reader with an understanding of how the Fund's investment adviser manages the Fund's portfolio.

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