Returns Chart

Key Stats

Net Expense Ratio Total Assets Under Management Weighted Average Dividend Yield Turnover Ratio (Generic)
1.87% -- -- 20.00%
1 Year Fund Level Flows 1 Year Total Returns (Daily) Annualized Total Returns Since Inception (Daily) Max Drawdown (Since Inception)
-- 5.15% Upgrade Upgrade

Basic Info

Investment Strategy
The Fund seeks to achieve long-term Real Returns through current income and long-term capital appreciation with low correlation to the broader public equity and debt markets. The Fund invests all of its assets in public and private investments in global infrastructure, timberland and agriculture/farmland.
General
Security Type Unlisted Closed-End Fund
Broad Asset Class Sector Equity
Broad Category Equity
Global Peer Group Equity Other
Peer Group Sector Equity Funds
Global Macro Equity Other
US Macro --
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Sector Equity Funds
Fund Owner Firm Name Harrison Street Private Wealth
Broad Asset Class Benchmark Index
^MSWNTR 100.0%

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Net Fund Flows Versus Peer Group

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1M
3M
6M
YTD
1Y
3Y
5Y
10Y
 
80.00B
60.00B
40.00B
20.00B
0
-20.00B
No Data Available
1 Month
% Rank: --
-- Peer Group Low
-- Peer Group High
1 Year
% Rank: --
-- Peer Group Low
-- Peer Group High
3 Months
% Rank: --
-- Peer Group Low
-- Peer Group High
3 Years
% Rank: --
-- Peer Group Low
-- Peer Group High
6 Months
% Rank: --
-- Peer Group Low
-- Peer Group High
5 Years
% Rank: --
-- Peer Group Low
-- Peer Group High
YTD
% Rank: --
-- Peer Group Low
-- Peer Group High
10 Years
% Rank: --
-- Peer Group Low
-- Peer Group High
Date Unavailable

Performance Versus Peer Group

 
20%
15%
10%
5%
0
Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (NAV)
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
Peer Group Rtn. (NAV)
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
% Rank in Peer Group (NAV)
5.0
5.0
5.0
5.0
5.0
5.0
5.0
5.0
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Annual Total Returns Versus Peers

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Name
2018
2019
2020
2021
2022
2023
2024
YTD
0.61%
8.49%
1.40%
9.26%
3.99%
4.77%
3.51%
5.90%
-8.71%
27.67%
15.90%
21.82%
-18.14%
23.79%
18.67%
20.71%
--
--
2.44%
14.57%
-0.17%
2.24%
3.44%
7.71%
-2.15%
18.75%
-3.43%
17.49%
-5.41%
-0.02%
13.01%
17.20%
-15.12%
17.00%
-17.23%
38.40%
21.37%
14.96%
41.27%
7.01%
-14.38%
7.31%
-30.99%
40.26%
26.17%
19.83%
28.11%
6.18%
As of December 06, 2025.

Fundamentals

General
Distribution Yield --
Dividend Yield TTM (12-4-25) 3.14%
30-Day SEC Yield --
7-Day SEC Yield --
Number of Holdings 71

Fund Details

Key Dates
Inception Date --
Last Annual Report Date 3/31/2025
Last Prospectus Date 7/29/2025
Attributes
Index Fund --
Inverse Fund No
Leveraged Fund --
Fund of Funds Yes
Currency Hedged Fund --
Synthetic Replication Fund No

Asset Allocation

As of August 31, 2025.
Type % Net
Cash 0.21%
Stock 40.88%
Bond 1.57%
Convertible 0.00%
Preferred 0.00%
Other 57.34%
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Top 10 Holdings

Name % Weight Price % Change
Harrison Street Social Infrastructure Fund
11.81% -- --
BTG Pactual Open Ended Core US Timberland Fund LP
9.49% -- --
IFC Core Farmland Fund LP
8.39% -- --
Ceres Farmland Holdings LP
8.20% -- --
Jamestown Timberland Fund
6.72% -- --
National Data Center Fund
6.58% -- --
US Core Farmland Fund LP
5.04% -- --
RMS Evergreen US Forestland Fund LP
4.64% -- --
Stockbridge Logistics Fund
4.25% -- --
AEW Cold Storage Fund
4.14% -- --

Fees & Availability

Fees
Actual 12B-1 Fee --
Actual Management Fee 1.15%
Administration Fee 954.1K%
Maximum Front Load --
Maximum Deferred Load --
Maximum Redemption Fee --
General Availability
Available for Insurance Product No
Available for RRSP No
Purchase Details
Open to New Investors Yes
Minimum Initial Investment 10.00M None
Minimum Subsequent Investment 0.00 None

Basic Info

Investment Strategy
The Fund seeks to achieve long-term Real Returns through current income and long-term capital appreciation with low correlation to the broader public equity and debt markets. The Fund invests all of its assets in public and private investments in global infrastructure, timberland and agriculture/farmland.
General
Security Type Unlisted Closed-End Fund
Broad Asset Class Sector Equity
Broad Category Equity
Global Peer Group Equity Other
Peer Group Sector Equity Funds
Global Macro Equity Other
US Macro --
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Sector Equity Funds
Fund Owner Firm Name Harrison Street Private Wealth
Broad Asset Class Benchmark Index
^MSWNTR 100.0%

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Fundamentals

General
Distribution Yield --
Dividend Yield TTM (12-4-25) 3.14%
30-Day SEC Yield --
7-Day SEC Yield --
Number of Holdings 71

Fund Details

Key Dates
Inception Date --
Last Annual Report Date 3/31/2025
Last Prospectus Date 7/29/2025
Attributes
Index Fund --
Inverse Fund No
Leveraged Fund --
Fund of Funds Yes
Currency Hedged Fund --
Synthetic Replication Fund No

Top Portfolio Holders

Name % Weight
Portfolio A 5.00%
Portfolio B 3.50%
Portfolio C 2.25%
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