Fidelity Global Real Estate Fund

Posted by on May 20, 2014 in Mutual Fund Updates | 0 comments

Of the other real estate funds I have reviewed this month, there are two things that differentiate it. First, it is the most globally diversified, with less than 5% invested in Canada. The manager, Steve Buller, tends to keep his country allocations within a pretty tight range. Second, it is also the most large cap focused fund discussed, with a market cap well in excess of the others. Performance has been decent, but it has been more volatile than the others. This would be my pick if you were looking for non-Canadian real estate exposure.

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