REIT and Preferred and Income Fund

The primary investment objective of the Fund is high current income through investment in real estate and diversified preferred securities. The secondary investment objective is capital appreciation.

High current income

Largely investment-grade portfolio

Low correlation to stocks and bonds

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RELATED INSIGHT

Rising rents matter more to REITs than rising rates

Despite the prospect of near-term volatility, REITs are well positioned to help mitigate higher interest rates, sticky inflation and challenging economic conditions, in our opinion.

ADDITIONAL INVESTMENT OPPORTUNITIES

UTF

Infrastructure Fund

The primary investment objective of the Fund is high current income through investment in real estate and diversified preferred securities. The secondary investment objective is capital appreciation.

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