The investment seeks long-term capital growth and current income. The fund normally invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in equity securities of companies principally engaged in the real estate industry and other real estate related investments. A company principally engaged in the real estate industry is one that derives at least 50% of its revenues from the ownership, construction, financing, management or sale of commercial or residential real estate or has at least 50% of its assets in such real estate businesses. It is non-diversified.
Fund filings (PDF) »
Edward Turville (Started: Dec 16, 2002)
John Webster (Started: Jan 31, 2015)
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REMSGroup, 8730 Stony Point Parkway, Suite 205, Richmond, VA 23235, USA