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