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Schwab Global Real Estate Fund

Ranked 39 out of 257 in - Global Equity over 12 months
All calculations are in USD unless stated

Managed by

Wei Li

Wei Victor Li is a vice president and portfolio manager in the Multi-Asset Solutions team in Global Multi-Asset Research group at JP Morgan Asset Management based in London. He joined the firm in 2010 and his primary responsibilities include quantitative research, model development and portfolio management. Victor graduated from the University of Manchester with an MSc with distinction in Communications Engineering and is a CFA charterholder.

Jonas Svallin

Objective

The Fund seeks capital growth and income consistent with prudent investment management. Normally, the Fund invests at least 80% of its net assets in securities of real estate companies and companies related to the real estate industry. The Fund seeks to invest its assets across different countries and regions.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

Global Equity over : 31/10/2016 - 31/10/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 4.9% 4.2% 3.5%
2016 3.6% 4.0% 3.6% 2.0% -5.7%
2015 3.0% 4.6% -4.3% -3.2% 6.4%
2014 13.5% 4.1% 6.3% -3.3% 6.2%
2013 0.8% 4.2% -5.1% 1.8% 0.2%
2012 25.6% 12.5% 1.6% 4.4% 5.3%
2011 -8.4% 2.3% 3.3% -19.7% 8.0%
2010 19.4% 3.1% -7.7% 18.7% 5.7%
2009 40.6% -20.8% 36.6% 24.3% 4.5%
2008 -45.4% -2.9% -9.3% -9.8% -31.2%
2007 3.1% -11.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United States

Fund Info

  • Launch date31/05/2007
  • Share Class size284Mn
  • Base currencyUSD
  • ISIN US8085177595

Purchase Info

  • Min. initial investment100
  • Min. regular additional investment0

Charges

  • Annual management0.68%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).