オルタナ研究所
プライベート不動産がポートフォリオにもたらす5つの恩恵Portfolio
As of 30/09/2025
Characteristics
Top Holdings Concentration
NextEra Energy Inc
3.1%
|
Williams Cos Inc/The
2.6%
|
Welltower Inc
2.2%
|
Xcel Energy Inc
2.2%
|
Cheniere Energy Inc
2.1%
|
Union Pacific Corp
2.0%
|
Equinix Inc
1.9%
|
National Grid PLC
1.8%
|
Duke Energy Corp
1.7%
|
AvalonBay Communities Inc
1.6%
|
Asset Allocation
Geographic Allocation
U.S.
|
Asia Pacific
|
Continental Europe
|
Canada
|
U.K.
|
Latin America
|
Other
|
Cash & Other
|
The top holdings will vary over time. There is no guarantee that the Fund currently holds any of the securities listed. The information above is based on the total assets of the Fund. The holdings listed should not be considered recommendations to purchase or sell a particular security.
Sector and country allocations and asset classes determined by the Adviser are expressed as a percentage of total investments (by market value) and will vary over time.
Cash and Other includes available cash and other receivables and payables of the Fund.