Schwab Global Real Estate Fund™
 
Investment Team & Strategy>Equity>Global Real Estate Fund

Investment Objective

The Schwab Global Real Estate Fund seeks capital growth and income consistent with prudent investment management.

Investment Strategy

The Schwab Global Real Estate Fund provides access to real estate securities in Europe, Asia and the Americas – many of which would otherwise be difficult to purchase. To meet its objective, the Fund invests at least 80% of its net assets in securities of domestic and international real estate companies and companies related to the real estate industry, including real estate investment trusts (REITs) and real estate operating companies (REOCs). The Fund does not invest in or purchase individual real estate properties directly.
Schwab Global Real Estate Fund
Ticker Net OER1 Min. Investment
SWASX 1.05% $100
Cumulative Growth of a $10,000 Investment (pre-tax)
Growth of $10,000 Investment as of         
Fund
Category

Distinguishing Characteristics and Benefits

In-Depth Analysis

The Fund uses Schwab's proprietary research and rating model to identify, select and invest in real estate securities worldwide. This model quantitatively ranks the relative market values of global real estate securities with an overlay of qualitative factors such as company management and effectiveness of business execution. The Fund seeks to identify securities that are most likely to exhibit the strongest potential for price appreciation and favorable dividends.

Investment Management Team

Charles Schwab Investment Management's Equities Strategies team actively manages the Schwab Global Real Estate Fund. Veteran managers, backed by a team of credit research analysts, understand and manage risk on a variety of levels, including interest rates, credit and volatility, to ensure that the Fund selects securities that meet specific criteria balanced with acceptable risk/return characteristics.

Investment Management Team

Jonas Svallin, CFA

Managing Director, Head of Disciplined Active Equity Strategies
Full Bio>
 
Investment Management Bio

Jonas Svallin, CFA

Managing Director, Head of Disciplined Active Equity Strategies

Jonas Svallin is a Managing Director and Head of Disciplined Active Equity Strategies for Charles Schwab Investment Management, Inc. (CSIM). Mr. Svallin leads the portfolio management team of Schwab’s disciplined active equity funds, which comprise the Schwab Active Equity Funds and Schwab Global Real Estate Fund. He also has overall responsibility for all aspects of the management of the funds. Prior to joining CSIM in 2012, Mr. Svallin spent nearly three years as a partner and a director of quantitative analytics and research at Fiduciary Research & Consulting, where he provided oversight of quantitative analytics and risk management efforts. From 2003 to 2009, Mr. Svallin was a principal and head portfolio manager at Algert Coldiron Investors (ACI). Prior to joining ACI, Mr. Svallin worked as a quantitative research associate at RCM Capital Management and a senior consultant at FactSet Research Systems.

Mr. Svallin earned an MA in International Economics and Finance from Brandeis University, and a BS in Finance from Western New England University. He is a CFA charterholder and a member of the CFA Society of San Francisco.

0213-0942

Wei Li, Ph.D., CFA

Managing Director, Senior Portfolio Manager
Full Bio>
 
Investment Management Bio

Wei Li, Ph.D., CFA

Managing Director, Senior Portfolio Manager

Wei Li is a Managing Director and Senior Portfolio Manager for Charles Schwab Investment Management, Inc. (CSIM). She is responsible for the day-to-day co-management of the Schwab Active Equity Funds and Schwab Global Real Estate Fund.

Prior to joining CSIM in 2012, Ms. Li spent more than ten years at BlackRock, Inc. (formerly Barclays Global Investors), where she held a number of positions. From 2001 to 2009, she worked in various roles in the Global Advanced Active group, including portfolio management and quantitative research for both U.S. and international equity markets. After 2009, she worked in the defined contribution research and product development area for almost two years.

Ms. Li earned a Ph.D. in Statistics from the University of California, Berkeley, an MS in Mathematics from Iowa State University, and a BS in Computer Science from the University of Science and Technology of China. She is a CFA charterholder.

(0713-4842)

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Call your Schwab Funds representative at 877-824-5615