About IRSRX
Macquarie Real Estate Securities Fund is an actively managed mutual fund focused on investing in publicly traded real estate securities across North America. Its primary objective is to provide total return through a combination of capital appreciation and current income by investing in a diversified portfolio of real estate investment trusts (REITs) and real estate operating companies. The fund utilizes a bottom-up, fundamental investment process that emphasizes evaluating the quality, risk profile, and valuation of individual real estate securities, seeking to construct a portfolio with exposure to high-quality real estate assets. Sector diversification is a key characteristic, with holdings spanning a variety of property types, including residential, industrial, healthcare, and data centers, as reflected by major positions in companies such as Welltower, Equinix, and Prologis. By targeting this specialized asset class, the fund aims to enhance portfolio diversification and potentially reduce volatility, offering investors access to the real estate sector’s long-term growth and income opportunities within the broader equity market.
Fund Family Nomura
Category Real Estate
Performance Rating Above Average
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol IRSRX
Share Class Class R
Index FTSE NAREIT Equity REITS TR
IRSRX had a total return of 23.70% in the past year, including dividends.
Since the fund's inception, the average annual return has been 6.50%.
