Register free for our breaking news email alerts with analysis and cutting edge commentary from our award winning team. Registration only takes a minute.

Voya Global Real Estate Fund;A

Ranked 199 out of 256 in - Global Equity over 12 months
All calculations are in USD unless stated

Objective

The Fund seeks to provide investors with high total return. Under normal market conditions, the Fund will operate as a non-diversified fund and invest at least 80% of its assets in a portfolio of equity securities of companies that are principally engaged in the real estate industry.

Performance

Global Equity over : 31/08/2017 - 31/08/2018
  • Rank 199/256 Total Return
  • Rank 108/256 Standard Deviation
  • Rank 112/256 Max Drawdown
Fund Name Currency Risk
107 Marriott International Real Estate USD Inc USD

8.3

108 Voya Global Real Estate Fund;A USD

8.4

109 Commonwealth Real Estate Securities Fund USD

8.4

110 Mercer MM-Mercer Passive Global Listed Infra

Currency exposure is hedged

Currency exposure is hedged

AUD

8.4

110 Bridge Global Property Income-Non Dis (USD) USD

8.4

110 Ironbark Global Property Securities

Currency exposure is hedged

Currency exposure is hedged

AUD

8.4

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -4.7% 2.7%
2017 10.1% 1.0% 2.9% 1.1% 4.8%
2016 0.1% 4.2% 2.1% 0.8% -6.7%
2015 -1.9% 3.8% -7.3% -1.6% 3.5%
2014 13.6% 3.0% 8.4% -5.1% 7.3%
2013 3.6% 4.6% -3.7% 2.3% 0.6%
2012 25.3% 11.9% 1.0% 4.2% 6.5%
2011 -5.6% 2.4% 3.8% -17.2% 7.2%
2010 14.8% 1.8% -9.5% 17.8% 5.8%
2009 33.4% -22.4% 32.1% 24.8% 4.2%
2008 -41.5% -3.7% -8.0% -7.0% -29.0%
2007 -6.9% 5.6% -6.8% 5.6% -10.4%
2006 40.4% 14.8% -1.4% 9.1% 13.8%
2005 14.1% -6.3% 9.4% 6.0% 5.0%
2004 36.2% 11.9% -3.6% 5.1% 20.0%
2003 41.4% -0.2% 15.1% 9.5% 12.4%
2002 4.1% 5.2% 4.5% -7.7% 2.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United States

Fund Info

  • Launch date05/11/2001
  • Share Class size155Mn
  • Base currencyUSD
  • ISIN US92913X8450

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment0

Charges

  • Annual management0.81%
  • Initial investment5.75%

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