LDR Real Estate Value Opportunity P

Overview

Fund Category

Real Estate

Net Assets

22.43

Minimum Investment

$2500

1 Day Change

-1.34

1 Day Return

-1.34

1 Month Return

-2.17

YTD Return

-1.48

5 Year Return

4.04

Expense Ratio

1.29%

Minimum Investment

$2500

Morningstar Rating

NAV

-0.13

Security Type

Open-End

Stock dividend price

$0.00

Ticker Symbol

HLPPX

Timestamp from when the data was fetched

Sep. 27 2023

Performance Details

Performance Date

Aug. 31 2023

Performance

4.66%

Performance: 3 Years

8.60%

Performance: 5 Years

2.68%

Fund information

Fund Provider

REMSGroup

Company website

http://www.theworldfundstrust.com

Inception Date

Dec. 22 2009

Fund Managers

Edward Turville

John Webster

Primary Perspective Benchmark

MSCI US REIT NR USD

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What's a REIT?

REITs, or real estate investment trusts, are companies that own or finance income-producing real estate across a range of property sectors. These real estate companies have to meet a number of requirements to qualify as REITs. Most REITs trade on major stock exchanges, and they offer a number of benefits to investors.

Why Invest in REITs

REITs historically have delivered competitive total returns, based on high, steady dividend income and long-term capital appreciation. Their comparatively low correlation with other assets also makes them an excellent portfolio diversifier that can help reduce overall portfolio risk and increase returns. These are the characteristics of real estate investment.

About Nareit

Nareit serves as the worldwide representative voice for REITs and real estate companies with an interest in U.S. real estate. Nareit’s members are REITs and other real estate companies throughout the world that own, operate, and finance income-producing real estate, as well as those firms and individuals who advise, study, and service those businesses.