Brookfield Global Listed Real Estate Y
Brookfield Investment Management Inc.Three World Financial Center, 200 Vesey Street, 10New York
Map
Phone: 855-244-4859
Jason Baine
Lead Manager since Nov 29, 2011 | | | Mr. Baine is a Portfolio Manager for the firmâs U.S. and Global REIT strategies. He oversees and contributes to the portfolio construction process, including execution of buy/sell decisions. Mr. Baine joined the firm in September 2001. He has 15 years of investment management experience in the real estate securities area, including portfolio management for institutional accounts. Mr. Baine is a member of the National Assocation of Real Estate Investment Trusts (NAREIT) and has a Bachelor of Arts in Government and Economics from Georgetown University. |
| Min Initial Investment: | 1,000 | | Min Initial Investment, IRA: | N/A | | Min Initial Investment, AIP: | N/A | | Min Subsequent Investment: | 100 | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | N/A |
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| The investment seeks total return through growth of capital and current income.
The fund seeks to achieve its investment objective by investing primarily in real estate investment trusts and other securities in the real estate industry. It normally will attempt to achieve its investment objective by investing, as a principal strategy, at least 80% of its net assets in publicly traded equity securities of real estate companies listed on a domestic or foreign exchange, throughout the world, including the United States. |
| Last Dividend
(Mar 26, 2013)
:
| 0.06 | | Last Cap Gain
:
| 0.00 | | Annual Holdings Turnover
(May 15, 2013)
:
| N/A | | Average for Category: | 64.55% |
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| Expense | BLRYX | Category Avg |
|---|
| Annual Report Expense Ratio (net): | 1.11% | 1.45% | | Prospectus Net Expense Ratio: | 0.95% | N/A | | Prospectus Gross Expense Ratio: | 2.51% | N/A | | Max 12b1 Fee: | N/A | N/A | | Max Front End Sales Load: | N/A | 5.38% | | Max Deferred Sales Load:
| N/A | 2.08% | | 3 Yr Expense Projection*: | 479 | 656 | | 5 Yr Expense Projection*: | N/A | 1,056 | | 10 Yr Expense Projection*: | N/A | 2,151 |
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0.20(1.51%) May 23