Fund Description

The fund invests mainly (at least 80% of net assets, plus any borrowings for investment purposes) in equity securities of REITs and other real estate related companies, defined as companies deriving at least 50% of revenue from, or having at least 50% of asset value in, real estate. It invests globally, including developed and emerging markets, in issuers of any size, and may hold preferred and convertible preferred stock. It typically invests at least 40% (or 30% if conditions are unfavorable) in non-U.S. issuers and across no fewer than three countries. It may concentrate in certain real estate sub-sectors, trade actively, use multiple sub-advisers, and apply Christian values-based screens.