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PGIM Real Estate Funds offer a range of investment options for those looking to diversify their portfolios with real estate investments.
PGIM Real Estate Funds provide access to a global real estate portfolio through a variety of investment trusts.
PGIM Real Estate Funds are managed by a team of experienced professionals with a deep understanding of the real estate market.
PGIM Real Estate Funds offer a range of investment options, including direct property investments and listed securities.
Investors can choose from a variety of investment trusts, each with its own unique investment strategy and focus.
Investment Strategy
PGIM Real Estate Funds offer a range of investment strategies to suit different goals and risk appetites.
Their diversified approach allows investors to tap into various property types, including office, residential, and industrial properties. This helps to spread risk and increase potential returns.
By investing in a mix of core and value-added strategies, investors can benefit from stable income and potential for long-term growth.
PGIM's experienced team uses a rigorous investment process to identify opportunities and manage risk, giving investors confidence in their investment decisions.
Rebranding
In January 2016, Prudential Investment Management changed its name to PGIM.
This change was part of a larger effort to unify the brand as the firm expanded its global reach. Prior to the change, PGIM used the pseudonym Pramerica in many countries outside of the United States.
The company retained the rights to the Prudential name in the United States, where UK-based insurer Prudential plc still uses the name.
Investment Trust
Investment Trusts can be a great way to diversify your investment portfolio.
PGIM Investments is one such trust that offers a range of investment options.
Their address is Prudential Investments, located in New York.
The trust's contact information includes a phone number: +1 8002251852.
You can visit their website at http://www.prudentialfunds.com for more information.
Fund Expenses
FUND EXPENSES are an essential aspect of investing in PGIM real estate funds. Net expenses are calculated after fee waivers and/or expense reimbursements by PGIM Investments, if any.
The Waiver Date is the date through which PGIM Investments has agreed to waive fees or reimburse expenses, if applicable. This can fluctuate, and expenses for the current year may exceed the Net expenses listed above due to exclusions from any applicable contractual waiver or reimbursement.
PGIM Investments may recoup certain waived fees or reimbursed expenses. See the prospectus for more information.
The total expense ratio for PGIM real estate funds is 1.0533%. This breaks down into various components, including:
Note that these expenses are subject to change and may not reflect the actual costs incurred by the fund. It's essential to review the prospectus and other fund documents for more information.
Performance Metrics
Performance Metrics are a crucial aspect of evaluating the success of pgim real estate funds. The fund's Performance Current Year is a notable -2.55%.
The fund's Performance since Inception is a respectable 55.56%. This indicates a strong long-term performance.
The fund's High 1 Year is 8.40%, showcasing its potential for growth. On the other hand, the Maximum Loss 1 Year is -7.56%, highlighting its risk.
The fund's Alpha 1 Year is 8.91%, demonstrating its ability to outperform the market. However, its Alpha 5 Years is only 0.54%, indicating a decline in its outperformance over the long term.
Here's a snapshot of the fund's performance metrics over different time periods:
The fund's Trailing Return 1 Year is 14.85%, indicating a strong recent performance. However, its Trailing Return 5 Years is only 3.31%, showing a decline in its performance over the long term.
The fund's R-Squared (R²) 1 Year is 88.02%, indicating a strong correlation with the market. However, its R-Squared (R²) 5 Years is only 89.59%, showing a slight decline in its correlation with the market over the long term.
The fund's Treynor Ratio 1 Year is 11.20%, demonstrating its ability to generate returns while managing risk. However, its Treynor Ratio 5 Years is only 0.73%, indicating a decline in its ability to generate returns while managing risk over the long term.
Frequently Asked Questions
Which is the best fund of PGIM?
PGIM India offers a range of funds catering to different investment goals and risk profiles. The best fund for you depends on your individual needs and preferences, but it's worth exploring their ELSS, Midcap Opportunities, and Flexi Cap Funds for potentially higher returns.
Sources
- https://www.morningstarfunds.ie/ie/funds/snapshot/snapshot.aspx
- https://en.wikipedia.org/wiki/PGIM
- https://www.pgim.com/investments/private-real-estate-fund/pgim-private-real-estate-fund-performance
- https://markets.businessinsider.com/funds/pgim-real-estate-income-fund-class-z-us74441j7467
- https://www.moneycontrol.com/mutual-funds/nav/pgim-india-global-select-real-estate-securities-fund-of-fund-regular-plan-growth/MPA1925
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