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Fund Spotlight

Global Real Estate Fund

The Global Real Estate Fund will target owning 50 best ideas. The Fund is focused on higher-growth specialty and other property types, seeking high active share and diversification by both property type and geography, as well as across the market cap spectrum.
Morningstar Rating™

Overall Morningstar rating as of June 30, 2024. Based on risk-adjusted returns. Category: Global Real Estate out of 175 funds.

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

Annualized Returns

1 YR 4.13%
3 YR -4.53%
5 YR 2.28%
10 YR 4.59%
Since Inception 6.18%

Income Opportunities Fund

The Income Opportunities Fund seeks to provide a high level of 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 June 30, 2024. Based on risk-adjusted returns. Category: Multisector Bond out of 316 funds.

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

Annualized Returns

1 YR 6.19%
3 YR 1.08%
5 YR 4.67%
Since Inception 5.09%

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 June 30, 2024. Based on risk-adjusted returns. Category: Options Trading out of 243 funds.

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

Annualized Returns

1 YR 15.36%
3 YR 9.04%
5 YR 8.76%
Since Inception 6.79%
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Perspectives

Q1 2024 Hedged Equity Commentary

2024 began with optimism due to market expectations of 6 Fed eases for the year. However, strong economic growth and labor data gave little indication a recession was a possibility. As December Fed minutes were analyzed and inflation readings came in, it became clear that the market was getting ahead of itself in terms of easing expectations.

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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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For questions or inquiries, please feel free to contact us by completing the form below.

For media inquiries, please contact press@easterlyfunds.com.