This strategy is offered by Newton Investment Management North America LLC (‘NIMNA’) in the United States. NIMNA is part of the Newton Investment Management Group.

Strategy Overview

The strategy seeks to balance the exposure between senior housing, skilled nursing and medical office buildings.

The Global Healthcare REIT strategy offers exposure to a broadly diversified, risk-targeted portfolio designed to deliver exposure to the Healthcare REIT space while providing a consistent level of dividend income.

Investment Team

Our investment team of research analysts and portfolio managers work together across regions and sectors, helping to ensure that our investment process is highly flexible.

Strategy Profile

Objective

The objective of the Global Healthcare REIT strategy is to deliver a consistently high level of dividend income while actively exploiting inefficiencies in the space.

Benchmark

Custom Index

Strategy inception

December 1, 2015

Past performance is not a guide to future performance. Your capital may be at risk. The value of investments and the income from them can fall as well as rise and investors may not get back the original amount invested.