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JREAL

Real asset exposure from an actively managed, differentiated solution blending trend-following commodity derivatives and natural resource equities.

Overview

Investment objective

About this fund

A differentiated real asset fund blending trend following long/short commodity derivatives with global natural resource equities. JREAL provides a more comprehensive commodity and supply-chain exposure while seeking to enhance returns, broaden diversification, and strengthen inflation resilience.

Why invest in this fund

Innovative commodities solution

Actively blends long/short commodity trend-following derivatives with natural resource equities to offer broader, more balanced commodities exposure.

More commodities and supply chain exposures

Provides exposure across the commodities supply chain and to a broader set of commodities, such as iron ore, lithium, cobalt and uranium, relative to futures-only solutions.

Real asset diversifier

Seeks to strengthen portfolio diversification and inflation resilience from real asset exposures.

Portfolio Management

Rob Shimell

Portfolio Manager

Industry since 2005. Joined Firm in 2023.

Mark Richardson

Portfolio Manager

Industry since 2013. Joined Firm in 2015.

Daniel Sullivan

Portfolio Manager

Industry since 1989. Joined Firm in 2013.

Darko Kuzmanovic

Portfolio Manager

Industry since 1985. Joined Firm in 2015.

Tal Lomnitzer, CFA

Senior Investment Manager

Industry since 2000. Joined Firm in 2019.

Performance

Portfolio

No Top Holdings found at this time

Documents