BMO Global Real Estate Securities Fund 3 Inc

Name
BMO Global Real Estate Securities Fund 3 Inc
Manager
BMO Asset Management Limited
Type
Open Ended Investment Company
ISIN
GB00BG5GMD10
Sector
Property
Launched
18/12/2013
OCF
0.9 %
Risk Rating
3
3 Year Sharpe
0.69
3 Year Alpha
-0.40
Yield
1.2 %
Benchmark
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 %
Equity Residential 3.70 %
Simon Property Group Inc 3.57 %
Hembla AB B 2.32 %
HCP Inc 1.99 %
Vornado Realty Trust 1.90 %
Goodman Group 1.88 %
Host Hotels & Resorts Inc 1.87 %
Vonovia SE 1.86 %
AvalonBay Communities Inc 1.78 %
Extra Space Storage Inc 1.71 %
Region %
United States 47.70 %
Eurozone 11.84 %
Japan 11.65 %
Asia - Developed 10.29 %
Europe - ex Euro 7.23 %
Australasia 5.52 %
Sector %
Real Estate 99.98 %
Name
BMO Asset Management Limited
Address
EC2A 2NY, London, United Kingdom
UCITS
Yes
Legal Structure
Open Ended Investment Company

Managers

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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