Sector exposure

Real Estate

10 funds with Real Estate exposure · weighted average allocation 19% · 13th largest sector ranked across tracked funds

Funds
10
Avg weight
19%
XLRE YTD
—
Sector rank
#13 of 610
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Top Real Estate-exposed funds

Sorted by sector weight · 10 funds total
Fund
Manager
Sector weight
1Y return
OU
OMIM USD Schroder ISF Global Cities Real Estate
IM00BF8KTY30
OMIM
95.4%
—
SO
Suncorp Optimum Pers Super Ibbotson Conservative Growth Trust
AU60RSA01688
Suncorp
14.1%
—
IS
Invesco S&P 500 Low Volatility ETF
US46138E3541
Invesco
14.1%
-0.5%
PN
Pareto Nordic Cross Credit
LU2023199396
Pareto
12%
+16.7%
NG
Nippon Growth (UCITS) Fund
IE0004UBB2U1
Eric Sturdza Investments
10.4%
—
MG
Man Global Investment Grade Opportunities
IE00043B3AI4
Man Group
9.9%
+7.8%
JS
Japan Small & MidCap Opportunities Fund
LU0006061252
BlackRock
9%
+38.7%
NB
Neuberger Berman Japan Equity Engagement Fund
IE0000I94UW8
Neuberger Berman
8.5%
+47.6%
AI
AXA IM Japan Small Cap Equity
IE0004354423
AXA Investment Managers
8.5%
+34.4%
BL
BT Lifetime Personal Super BT Multi-manager Growth NEF
AU60BTA02365
BT
8.3%
—
Top Real Estate Holdings Across Funds
—
BlackRock Cash
Unknown
14.82%
in 1 funds
—
BENTHAM DEFENSIVE INCOME
Unknown
9.25%
in 1 funds
—
MCP WHOLESALE INVESTMENTS
Unknown
7.67%
in 1 funds
—
WELLTOWER INC.
Unknown
7.36%
in 1 funds
—
MITSUI SUMITOMO INSURANCE CO., LTD.
Unknown
7.14%
in 1 funds
—
YAMANASHI CHUO BANK
Unknown
7.14%
in 1 funds
—
ITOCHU CORPORATION
Unknown
6.57%
in 1 funds
—
MITSUBISHI UFJ FINANCIAL GROUP, INC.
Unknown
6.18%
in 1 funds
Conviction Score vs MSCI Benchmark
Fund weight vs MSCI World benchmark (2.4%)
OMIM USD Schroder IS..
+93%
Suncorp Optimum Pers..
+11.7%
Invesco S&P 500 Low ..
+11.7%
Pareto Nordic Cross ..
+9.6%
Nippon Growth (UCITS..
+8%
Man Global Investmen..
+7.5%
Japan Small & MidCap..
+6.6%
Neuberger Berman Jap..
+6.1%
AXA IM Japan Small C..
+6.1%
BT Lifetime Personal..
+5.9%
Performance Chart
Top 7-fund composite (rebased to 100, equal-weighted) XLRE ETF (benchmark) Real fund NAV data 2025-05-12 → 2026-04-30
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Data updated in real-time from FMP, FE fundinfo & MSCI