VGSR

Vert Global Sustainable Real Estate ETF

$10.40

+0.00%

Market closed. Last update: 10:53 PM ET

📎 Investment Objective

The Vert Global Sustainable Real Estate ETF (VGSR) seeks to provide investment results that closely correspond, before fees and expenses, to the performance of the Vert Global Sustainable Real Estate Index, which tracks the global real estate market with a focus on companies demonstrating strong environmental, social, and governance (ESG) practices.

Overview

ETF tracking Vert Global Sustainable Real Estate ETF

Category International

Issuer Other

Inception Date 2023-12-04

Market Cap $435.2M

Average Volume N/A

Dividend Yield 3.36%

52-Week Range $9.05 - $11.01

VWAP $10.40

Performance

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Investment Summary

📎 Investment Objective

🎯 Investment Strategy

The ETF invests primarily in a portfolio of global real estate investment trusts (REITs) and other real estate companies that meet certain ESG criteria. The index provider evaluates companies based on their environmental impact, social responsibility, and corporate governance, with the goal of identifying sustainable real estate investments.

✨ Key Features

Exposure to a global portfolio of real estate companies with a focus on sustainability and ESG practices
Seeks to track the performance of the Vert Global Sustainable Real Estate Index
Low expense ratio of 0.00%
Relatively new fund with limited performance history

⚠️ Primary Risks

Concentration risk: The fund's focus on the real estate sector may result in higher volatility compared to a more diversified portfolio
ESG investment risk: The fund's ESG criteria may result in it underperforming funds that do not use such criteria
Currency risk: Investments in non-U.S. real estate companies expose the fund to fluctuations in foreign exchange rates
Liquidity risk: As a new fund, VGSR may have lower trading volume and liquidity compared to more established ETFs

👤 Best For

The Vert Global Sustainable Real Estate ETF may be suitable for investors seeking exposure to the global real estate market with a focus on sustainability and ESG factors. Investors should have a medium to long-term investment horizon and be comfortable with the risks associated with the real estate and international equity sectors.