PGIM India Global Select Real Estate Securities FoF
(An open-ended equity fund of fund scheme investing in PGIM Global Select Real Estate Securities Fund)


Key Features

Benchmark Index
Benchmark Index
FTSE EPRA NAREIT Developed Index More
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Minimum Application Amount
Minimum Application Amount
Minimum of Rs. 5,000/- and in multiples of Re.1/-thereafter. More
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Minimum Additional Amount
Minimum Additional Amount

Minimum of Rs. 1,000/- and in multiples of Re.1/-thereafter.

More
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Exit Load
Exit Load

For Exits within 90 days from date of allotment of units : 0.50%.

For Exits beyond 90 days from date of allotment of units : NIL

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Scheme Overview

Investment Objective

The primary investment objective of the Scheme is to generate long term capital appreciation from investing in the units of PGIM Global Select Real Estate Securities Fund, which primarily invests in REITs and equity and equity related securities of real estate companies located throughout the world.

However, there can be no assurance that the investment objective of the Scheme will be achieved. The Scheme does not guarantee/ indicate any returns

Investment Strategy

The scheme will invest in units of PGIM Global Select Real Estate Securities Fund (the underlying fund).

Investment objective and policy of PGIM Global Select Real Estate Securities Fund (the underlying fund)

The Underlying Fund aims to provide long term capital appreciation. The Underlying Fund seeks to achieve its objective through investments primarily in equity and equity related securities of real estate companies located throughout the world.

The Investment Manager takes a value-oriented approach to investing, based upon assessments of the fundamental value of real estate assets and of the performance and record of management teams of real estate companies. The Investment Manager analyses the quality of real estate asset cash flows and sustainability and growth of company dividends while evaluating a company’s strategy, management track record of delivering high return on equity, alignment of interest and an assessment of their ability to continue to outperform the market

The Underlying Fund will invest in common and preferred stock, real estate investment trusts (“REITs”) and preferred REITs, real estate operating companies, exchange traded funds, depository receipts (which are securities issued by a financial institution which evidence ownership interests in a security or a pool of securities deposited with the financial institution), rights (securities giving shareholders entitlement to purchase new shares issued by a company at a predetermined price in proportion to the number of shares already owned) and warrants (derivative securities that give the holder the right to purchase securities from the issuer at a specific price within a certain time frame).

Scheme Performance
Scheme Portfolio
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riskometer

This product is suitable for investors who are seeking*

  • Capital appreciation over a longer term.
  • Investment in units of overseas mutual funds that invest in equity and equity related securities of real estate companies located throughout the world.

  • Degree of risk – VERY HIGH

*Investors should consult their financial advisers if in doubt about whether the product is suitable for them.

Riskometer

Very High - Investors understand that their principal will be at very high risk

 

fund managers
Fund Manager - Chetan Gindodia

Mr. Chetan Gindodia

Collectively 8 years of experience in equity research Read More...

MUTUAL FUND INVESTMENTS ARE SUBJECT TO MARKET RISKS, READ ALL SCHEME RELATED DOCUMENTS CAREFULLY.


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