(As of 6/30/2018)

Alitis Private REIT Class E

(Miscellaneous - Income and Real Property)
Inception Return
(4/29/2016)
10.81 %
YTD Return 5.06 %
NAVPS
(6/29/2018)
$12.33
Change - / -
Growth of $10,000 (As of June 30, 2018)
MER -
Assets ($mil) -
Rank (1Yr) -
Std Dev (3Yr) -
Volatility Ranking (3Yr) -
RRSP Eligibility Yes
Load No Load
Max Front End -
Max Back End -
Sales Status Open
 
Objective
The objective of this portfolio is to generate a moderate level of income plus capital appreciation over the long-term. The Multi-Manager structure enables the REIT to gain exposure to a wide range of real estate types, geographic regions, and manager expertise.
Management Co.
Alitis Investment Counsel Inc.
Managers
 
Allocations
Data not available
Top 10 Holdings
Data not available

Performance Data (As of June 30, 2018)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund 1.19 2.91 5.06 5.06 13.13 -    -    -   
Benchmark 1.69 6.77 1.95 1.95 10.41 6.96 9.25 4.24
Quartile Ranking - - - - - - - -

Calendar Return (%) 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008
Fund 12.91 -      -      -      -      -      -      -      -      -     
Benchmark 9.10 21.08 -8.32 10.55 12.99 7.19 -8.71 17.61 35.06 -33.00
Quartile Ranking - - - - - - - - - -

Website powered by © Fundata Canada Inc.
Mutual Fund Data provided by Fundata. | View Terms and Conditions of Use .
BofA Merill Lynch Indices used with permission.
© 2014 Fundata Canada Inc. All rights reserved. | View Privacy Policy | Contact Us .