BMO Global Real Estate Securities Fund 3 Inc

BMO Global Real Estate Securities Fund 3 Inc
BMO Asset Management Limited
Open Ended Investment Company
0.92 %
Risk Rating
3 Year Sharpe
3 Year Alpha
1.3 %
FTSE EPRA Nareit Developed TR GBP
The Fund aims to deliver a return combining capital and income which is greater than the FTSE EPRA/NAREIT Developed Global Net Total Return Index (“the benchmark index”) through investment predominantly in real estate companies in Europe, the US, Australia and Asia.
Holding %
Simon Property Group Inc 3.89 %
AvalonBay Communities Inc 3.02 %
Healthpeak Properties Inc 2.75 %
LEG Immobilien AG 2.36 %
Vornado Realty Trust 1.99 %
Host Hotels & Resorts Inc 1.87 %
Vonovia SE 1.86 %
Camden Property Trust 1.86 %
Equity Residential 1.80 %
Extra Space Storage Inc 1.47 %
Region %
United States 47.93 %
Eurozone 13.96 %
Japan 12.44 %
Asia - Developed 9.24 %
Europe - ex Euro 5.82 %
Sector %
Real Estate 99.00 %
BMO Asset Management Limited
EC2A 2NY, London, United Kingdom
Legal Structure
Open Ended Investment Company


Marcus Phayre-Mudge
Joined 12/18/2013

Marcus Phayre-Mudge joined the company in October 2004 and is a fund manager and head of our Real Estate Securities team. Prior to joining, Marcus was a partner at Thames River Capital (now part of BMO Global Asset Management). He was at Henderson Global Investors from 1997 to 2004. He manages the TR Property Investment Trust, the largest European closed-ended real estate equity Investment Trust as well as co-managing BMO Property Growth & Income Fund (which he launched in 2005) and the BMO Global Real Estate Securities Fund. Prior to joining Henderson, Marcus was an investment surveyor at Knight Frank (1990) and was made an Associate Partner in the fund management division (1995). He qualified as a Chartered Surveyor in 1992 and has a BSc (Hons) in Land Management from Reading University.

Data provided by Morningstar.

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