UBS PACE Global Real Estate Investmnts C
c/o UBS Global Asset Management (US) Inc 51 West 52nd St New York NY 10019
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Phone: 800-647-1568
| Category: | Global Real Estate | | Fund Family: | UBS Global Asset Management | | Net Assets: | 210.00K | | Year-to-Date Return: | -17.35% | | Yield: | 0.00% | | Morningstar Rating: | N/A | | Fund Inception Date: | 22-Jan-07 |
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Mark Howard-Johnson
Lead Manager since
18-Aug-06 | | | Mark joined GSAM in 1998 to assist in the launch of the US Real Estate Securities Strategy. Prior to joining GSAM, Mark worked for two years as Director, Partner and Senior Equity Analyst at Boston Financial, where he was responsible for analysis and stock recommendations for the Pioneer Real Estate Securities Fund. Prior to this, Mark worked at The Penobscot Group, Inc. Marks other experience includes 11 years in the real estate finance field, as a lender, a mortgage broker and a disposition specialist. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $1,000 | | Min Initial Investment, AIP: | $1,000 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $100 | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks total return. The fund primarily invests in real estate investment trusts ("REITs") and other real-estate related securities. It invests at least 80% of net assets in securities of companies in the real estate industry. The fund normally invests in the securities of issuers located in a number of different countries throughout the world. The fund may maintain exposure to real estate related securities of issuers in the United States and in at least three countries outside the United States. |
| Last Dividend
| N/A | | Last Cap Gain
| N/A | | Annual Holdings Turnover
| 38.00% | | Average for Category:
| N/A |
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| Expense | PREEX | Category
Avg | | Total Expense Ratio: | 2.20%
| 1.50% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.18% | | Max Deferred Sales Load: | 1.00%
| 2.28% | | 3 Yr Expense Projection*: |
$1,010 | $786 | | 5 Yr Expense Projection*: |
$1,816 | $1,151 | | 10 Yr Expense Projection*: |
$3,918 | $2,319 |
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